PFG Advisors’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
Q3 | $919K | Sell |
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|
2025
Q2 | $53.2M | Buy |
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|
2025
Q1 | $238K | Buy |
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|
2024
Q4 | $220K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $220K | Sell |
|
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|
2024
Q1 | $1.41M | Sell |
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|
2023
Q4 | $1.55M | Sell |
|
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|
2023
Q3 | $2.53M | Sell |
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|
2023
Q2 | $2.75M | Buy |
|
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|
2023
Q1 | $2.44M | Buy |
|
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|
2022
Q4 | $3.8M | Sell |
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|
2022
Q3 | $3.38M | Sell |
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|
2022
Q2 | $35.4M | Sell |
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|
2022
Q1 | $40M | Buy |
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|
2021
Q4 | $2.81M | Buy |
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|
2021
Q3 | $2.41M | Buy |
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|
2021
Q2 | $2.06M | Buy |
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