Pinnacle Wealth Planning 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
Q2 | $593K | Buy |
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|
2025
Q1 | $468K | Buy |
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|
2024
Q4 | $429K | Buy |
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|
2024
Q3 | $339K | Sell |
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|
2024
Q2 | $391K | Buy |
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|
2024
Q1 | $360K | Buy |
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|
2023
Q4 | $328K | Sell |
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|
2023
Q3 | $269K | Sell |
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|
2023
Q2 | $462K | Sell |
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|
2023
Q1 | $1.32M | Buy |
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|
2022
Q4 | $712K | Buy |
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|
2022
Q3 | $596K | Buy |
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|
2022
Q2 | $521K | Buy |
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|
2022
Q1 | $569K | Sell |
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|
2021
Q4 | $570K | Buy |
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|
2021
Q3 | $460K | Buy |
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|
2021
Q2 | $444K | Buy |
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|
2021
Q1 | $391K | Sell |
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|
2020
Q4 | $358K | Buy |
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|
2020
Q3 | $218K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $371K | Buy |
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|
2019
Q3 | $231K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $200K | Sell |
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|
2018
Q4 | $216K | Sell |
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|
2018
Q3 | $282K | Sell |
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|
2018
Q2 | $309K | Sell |
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|
2018
Q1 | $327K | Buy |
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|
2017
Q4 | $118K | Buy |
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