Phoenix Financial’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 | $530K | Buy |
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|
2025
Q1 | $378K | Sell |
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|
2024
Q4 | $391K | Sell |
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|
2024
Q3 | $6.32M | Buy |
|
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|
2024
Q2 | $4.61M | Buy |
|
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|
2024
Q1 | $383K | Sell |
|
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|
2023
Q4 | $986K | Buy |
|
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|
2023
Q2 | – | Sell |
|
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|
2023
Q1 | $2.12M | Buy |
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|
2022
Q4 | $2.74M | Sell |
|
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|
2022
Q3 | $3.07M | Buy |
|
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|
2022
Q2 | $2.46M | Buy |
|
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|
2022
Q1 | $2.82M | Buy |
|
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|
2021
Q4 | $406K | Sell |
|
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|
2021
Q3 | $397K | Buy |
|
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|
2021
Q2 | – | Sell |
|
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|
2021
Q1 | $383K | Sell |
|
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|
2020
Q4 | $392K | Sell |
|
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|
2020
Q3 | $2.34M | Buy |
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|
2020
Q2 | $2.02M | Buy |
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|
2020
Q1 | $1.87M | Buy |
|