Quantum 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
Q3 | $352K | Hold |
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|
2025
Q2 | $336K | Hold |
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|
2025
Q1 | $289K | Hold |
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|
2024
Q4 | $273K | Hold |
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|
2024
Q3 | $239K | Sell |
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|
2024
Q2 | $272K | Hold |
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|
2024
Q1 | $267K | Sell |
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|
2023
Q4 | $255K | Buy |
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|
2023
Q3 | $203K | Hold |
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|
2023
Q2 | $210K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $304K | Buy |
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|
2022
Q3 | $262K | Buy |
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|
2022
Q2 | $254K | Buy |
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