Personal CFO Solutions’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
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|
2025
Q1 | $897K | Buy |
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|
2024
Q4 | $832K | Buy |
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|
2024
Q3 | $720K | Sell |
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|
2024
Q2 | $877K | Sell |
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|
2024
Q1 | $887K | Buy |
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|
2023
Q4 | $804K | Buy |
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|
2023
Q3 | $516K | Buy |
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|
2023
Q2 | $438K | Buy |
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|
2023
Q1 | $377K | Buy |
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|
2022
Q4 | $554K | Sell |
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|
2022
Q3 | $530K | Buy |
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|
2022
Q2 | $364K | Sell |
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|
2022
Q1 | $524K | Buy |
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|
2021
Q4 | $490K | Sell |
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|
2021
Q3 | $445K | Buy |
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|
2021
Q2 | $347K | Buy |
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|
2021
Q1 | $300K | Sell |
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|
2020
Q4 | $273K | Buy |
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