Reilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $110K | Buy |
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|
2021
Q3 | $94K | Sell |
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|
2021
Q2 | $124K | Buy |
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|
2021
Q1 | $41K | Hold |
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|
2020
Q4 | $34K | Buy |
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|
2020
Q3 | $18K | Hold |
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|
2020
Q2 | $17K | Hold |
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|
2020
Q1 | $17K | Sell |
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|
2019
Q4 | $42K | Hold |
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|
2019
Q3 | $37K | Sell |
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|
2019
Q2 | $72K | Sell |
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|
2019
Q1 | $130K | Buy |
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|
2018
Q4 | $126K | Sell |
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|
2018
Q3 | $247K | Buy |
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|
2018
Q2 | $211K | Hold |
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|
2018
Q1 | $216K | Sell |
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|
2017
Q4 | $239K | Hold |
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|
2017
Q3 | $204K | Buy |
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|
2017
Q2 | $196K | Hold |
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|
2017
Q1 | $187K | Buy |
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|
2016
Q4 | $164K | Buy |
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|
2016
Q3 | $121K | Sell |
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|
2016
Q2 | $108K | Buy |
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|
2016
Q1 | $108K | Hold |
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|
2015
Q4 | $127K | Hold |
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|
2015
Q3 | $110K | Hold |
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|
2015
Q2 | $126K | Buy |
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|
2015
Q1 | $112K | Hold |
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|
2014
Q4 | $111K | Hold |
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|
2014
Q3 | $108K | Buy |
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|
2014
Q2 | $97K | Hold |
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|
2014
Q1 | $97K | Sell |
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|
2013
Q4 | $122K | Buy |
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|
2013
Q3 | $82K | Sell |
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|
2013
Q2 | $90K | Buy |
|