Principle Wealth Partners’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 | $537K | Buy |
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|
2025
Q1 | $452K | Hold |
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|
2024
Q4 | $428K | Buy |
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|
2024
Q3 | $365K | Sell |
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|
2024
Q2 | $3.61M | Sell |
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|
2024
Q1 | $3.69M | Sell |
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|
2023
Q4 | $3.52M | Sell |
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|
2023
Q3 | $2.83M | Buy |
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|
2023
Q2 | $2.92M | Buy |
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|
2023
Q1 | $2.49M | Buy |
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|
2022
Q4 | $466K | Sell |
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|
2022
Q3 | $407 | Hold |
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|
2022
Q2 | $358K | Hold |
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|
2022
Q1 | $478K | Hold |
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|
2021
Q4 | $476K | Buy |
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|
2021
Q3 | $404K | Hold |
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|
2021
Q2 | $403K | Hold |
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|
2021
Q1 | $361K | Hold |
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|
2020
Q4 | $294K | Buy |
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