Relyea Zuckerberg Hanson’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 | $571K | Buy |
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|
2025
Q2 | $543K | Buy |
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|
2025
Q1 | $441K | Buy |
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|
2024
Q4 | $401K | Buy |
|
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|
2024
Q3 | $341K | Sell |
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|
2024
Q2 | $396K | Buy |
|
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|
2024
Q1 | $368K | Buy |
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|
2023
Q4 | $336K | Buy |
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|
2023
Q3 | $264K | Buy |
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|
2023
Q2 | $261K | Buy |
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|
2023
Q1 | $239K | Sell |
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|
2022
Q4 | $470K | Buy |
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|
2022
Q3 | $332K | Buy |
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|
2022
Q2 | $270K | Sell |
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|
2022
Q1 | $384K | Buy |
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|
2021
Q4 | $396K | Buy |
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|
2021
Q3 | $306K | Buy |
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|
2021
Q2 | $257K | Buy |
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|
2021
Q1 | $237K | Buy |
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