Pinnacle Wealth Management Advisory Group’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 | $934K | Buy |
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|
2025
Q2 | $879K | Buy |
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|
2025
Q1 | $740K | Sell |
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|
2024
Q4 | $750K | Sell |
|
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|
2024
Q3 | $661K | Buy |
|
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|
2024
Q2 | $744K | Buy |
|
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|
2024
Q1 | $729K | Buy |
|
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|
2023
Q4 | $684K | Sell |
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|
2023
Q3 | $694K | Sell |
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|
2023
Q2 | $773K | Sell |
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|
2023
Q1 | $841K | Sell |
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|
2022
Q4 | $1.64M | Buy |
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|
2022
Q3 | $1.36M | Buy |
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|
2022
Q2 | $1.09M | Buy |
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|
2022
Q1 | $1.16M | Buy |
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|
2021
Q4 | $1.05M | Buy |
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|
2021
Q3 | $506K | Buy |
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|
2021
Q2 | $468K | Buy |
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|
2021
Q1 | $311K | Buy |
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|
2020
Q4 | $210K | Buy |
|