Professional Financial Advisors’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 | $1.9M | Sell |
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|
2025
Q1 | $1.64M | Buy |
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|
2024
Q4 | $1.53M | Buy |
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|
2024
Q3 | $1.3M | Buy |
|
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|
2024
Q2 | $1.4M | Buy |
|
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|
2024
Q1 | $1.35M | Buy |
|
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|
2023
Q4 | $1.15M | Buy |
|
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|
2023
Q3 | $752K | Buy |
|
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|
2023
Q2 | $757K | Buy |
|
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|
2023
Q1 | $1.1M | Sell |
|
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|
2022
Q4 | $1.14M | Buy |
|
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|
2022
Q3 | $982K | Buy |
|
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|
2022
Q2 | $847K | Buy |
|
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|
2022
Q1 | $1.1M | Sell |
|
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|
2021
Q4 | $1.31M | Sell |
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|
2021
Q3 | $1.16M | Buy |
|
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|
2021
Q2 | $1.14M | Sell |
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|
2021
Q1 | $1.02M | Buy |
|