Regal Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $242K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $326K | Buy |
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|
2022
Q3 | $272K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $220K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.01M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.91M | Sell |
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|
2019
Q3 | $1.71M | Sell |
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|
2019
Q2 | $1.68M | Buy |
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|
2019
Q1 | $1.77M | Buy |
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|
2018
Q4 | $1.67M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $10K | Sell |
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|
2014
Q4 | $16K | Buy |
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|
2014
Q3 | $13K | Sell |
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|
2014
Q2 | $14K | Buy |
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