Proficio Capital 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
Q3 | – | Sell |
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|
2025
Q2 | $634K | Buy |
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|
2025
Q1 | $500K | Buy |
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|
2024
Q4 | $441K | Buy |
|
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $348K | Buy |
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|
2024
Q1 | $325K | Buy |
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|
2023
Q4 | $291K | Buy |
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|
2023
Q3 | $204K | Buy |
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|
2023
Q2 | $207K | Sell |
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|
2023
Q1 | $299K | Sell |
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|
2022
Q4 | $545K | Buy |
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|
2022
Q3 | $439K | Sell |
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|
2022
Q2 | $540K | Sell |
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|
2022
Q1 | $720K | Buy |
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|
2021
Q4 | $636K | Buy |
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|
2021
Q3 | $538K | Sell |
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|
2021
Q2 | $569K | Buy |
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|
2021
Q1 | $494K | Buy |
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|
2020
Q4 | $228K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $52K | Buy |
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|
2019
Q1 | $44K | Buy |
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|
2018
Q4 | $43K | Buy |
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|
2018
Q3 | $30K | Buy |
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|
2018
Q2 | $30K | Buy |
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|
2018
Q1 | $28K | Buy |
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|
2017
Q4 | $25K | Buy |
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|
2017
Q3 | $19K | Hold |
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|
2017
Q2 | $19K | Sell |
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|
2017
Q1 | $22K | Buy |
|
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|
2016
Q4 | $8K | Sell |
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|
2016
Q3 | $15K | Hold |
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|
2016
Q2 | $13K | Buy |
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|
2016
Q1 | $12K | Sell |
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|
2015
Q4 | $22K | Buy |
|