Physicians Financial Services’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 | $320K | Hold |
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|
2025
Q2 | $306K | Buy |
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|
2025
Q1 | $231K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $203K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $203K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $249K | Hold |
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|
2018
Q2 | $258K | Sell |
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|
2018
Q1 | $272K | Buy |
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|
2017
Q4 | $272K | Hold |
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|
2017
Q3 | $232K | Sell |
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|
2017
Q2 | $232K | Sell |
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|
2017
Q1 | $225K | Sell |
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|
2016
Q4 | $164K | Sell |
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|
2016
Q3 | $183K | Hold |
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|
2016
Q2 | $147K | Hold |
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|
2016
Q1 | $163K | Sell |
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|
2015
Q4 | $201K | Buy |
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