RFG Advisory’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 | $1.3M | Buy |
|
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|
2025
Q1 | $857K | Buy |
|
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|
2024
Q4 | $728K | Buy |
|
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|
2024
Q3 | $509K | Sell |
|
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|
2024
Q2 | $649K | Buy |
|
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|
2024
Q1 | $593K | Sell |
|
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|
2023
Q4 | $566K | Buy |
|
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|
2023
Q3 | $440K | Sell |
|
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|
2023
Q2 | $455K | Buy |
|
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|
2023
Q1 | $407K | Buy |
|
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|
2022
Q4 | $411K | Sell |
|
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|
2022
Q3 | $436K | Buy |
|
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|
2022
Q2 | $288K | Sell |
|
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|
2022
Q1 | $385K | Buy |
|
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|
2021
Q4 | $346K | Buy |
|