Rehmann Capital Advisory Group’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 | $602K | Buy |
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|
2025
Q1 | $512K | Sell |
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|
2024
Q4 | $488K | Sell |
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|
2024
Q3 | $439K | Sell |
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|
2024
Q2 | $505K | Sell |
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|
2024
Q1 | $600K | Sell |
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|
2023
Q4 | $573K | Sell |
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|
2023
Q3 | $483K | Buy |
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|
2023
Q2 | $412K | Buy |
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|
2023
Q1 | $378K | Buy |
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|
2022
Q4 | $520K | Buy |
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|
2022
Q3 | $430K | Buy |
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|
2022
Q2 | $376K | Buy |
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|
2022
Q1 | $487K | Buy |
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|
2021
Q4 | $479K | Sell |
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|
2021
Q3 | $442K | Buy |
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|
2021
Q2 | $440K | Buy |
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|
2021
Q1 | $385K | Sell |
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|
2020
Q4 | $321K | Sell |
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|
2020
Q3 | $222K | Hold |
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|
2020
Q2 | $207K | Buy |
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|
2020
Q1 | $205K | Buy |
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|
2019
Q3 | $247K | Sell |
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|
2019
Q2 | $264K | Sell |
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|
2019
Q1 | $316K | Buy |
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|
2018
Q4 | $297K | Sell |
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|
2018
Q3 | $362K | Sell |
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|
2018
Q2 | $409K | Sell |
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|
2018
Q1 | $419K | Buy |
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|
2017
Q4 | $405K | Buy |
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|
2017
Q3 | $326K | Buy |
|
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|
2017
Q2 | $255K | Sell |
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|
2017
Q1 | $399K | Sell |
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|
2016
Q4 | $403K | Sell |
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|
2016
Q3 | $354K | Buy |
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|
2016
Q2 | $276K | Sell |
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|
2016
Q1 | $396K | Sell |
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|
2015
Q4 | $508K | Sell |
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|
2015
Q3 | $497K | Buy |
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|
2015
Q2 | $534K | Sell |
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|
2015
Q1 | $506K | Buy |
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|
2014
Q4 | $458K | Buy |
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|
2014
Q3 | $440K | Sell |
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|
2014
Q2 | $407K | Buy |
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|
2014
Q1 | $407K | Buy |
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|
2013
Q4 | $279K | Buy |
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|
2013
Q3 | $219K | Buy |
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|
2013
Q2 | $211K | Buy |
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