Quadrant Private Wealth Management’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 | $475K | Sell |
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|
2025
Q1 | $409K | Sell |
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|
2024
Q4 | $414K | Sell |
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|
2024
Q3 | $369K | Buy |
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|
2024
Q2 | $419K | Buy |
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|
2024
Q1 | $397K | Sell |
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|
2023
Q4 | $439K | Hold |
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|
2023
Q3 | $350K | Hold |
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|
2023
Q2 | $362K | Buy |
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|
2023
Q1 | $330K | Sell |
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|
2022
Q4 | $528K | Buy |
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|
2022
Q2 | $352K | Sell |
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|
2022
Q1 | $478K | Sell |
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|
2021
Q4 | $533K | Buy |
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|
2021
Q3 | $398K | Sell |
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|
2021
Q2 | $400K | Sell |
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|
2021
Q1 | $360K | Sell |
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|
2020
Q4 | $374K | Sell |
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|
2020
Q3 | $267K | Sell |
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|
2020
Q2 | $261K | Buy |
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|
2020
Q1 | $226K | Buy |
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