Ridgecrest Wealth Partners’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 | $552K | Buy |
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|
2025
Q2 | $526K | Hold |
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|
2025
Q1 | $452K | Hold |
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|
2024
Q4 | $427K | Hold |
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|
2024
Q3 | $374K | Buy |
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|
2024
Q2 | $421K | Sell |
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|
2024
Q1 | $415K | Buy |
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|
2023
Q4 | $391K | Buy |
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|
2023
Q3 | $309K | Hold |
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|
2023
Q2 | $319K | Buy |
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|
2023
Q1 | $294K | Buy |
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|
2022
Q4 | $459K | Hold |
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|
2022
Q3 | $396K | Hold |
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|
2022
Q2 | $348K | Hold |
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|
2022
Q1 | $464K | Hold |
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|
2021
Q4 | $463K | Hold |
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|
2021
Q3 | $401K | Hold |
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|
2021
Q2 | $401K | Hold |
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|
2021
Q1 | $359K | Buy |
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