Riggs Asset Management’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 | $11K | Hold |
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|
2025
Q1 | $9.47K | Hold |
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|
2024
Q4 | $8.95K | Sell |
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|
2024
Q3 | $14.6K | Sell |
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|
2024
Q2 | $19.2K | Buy |
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|
2024
Q1 | $18K | Sell |
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|
2023
Q4 | $2.79M | Sell |
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|
2023
Q3 | $4.66M | Sell |
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|
2023
Q2 | $4.99M | Buy |
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|
2023
Q1 | $3.31M | Buy |
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|
2022
Q4 | $5.24M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $18K | Hold |
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|
2019
Q1 | $19K | Hold |
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|
2018
Q4 | $19K | Hold |
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|
2018
Q3 | $22K | Sell |
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|
2018
Q2 | $46K | Hold |
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|
2018
Q1 | $47K | Hold |
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|
2017
Q4 | $46K | Hold |
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|
2017
Q3 | $39K | Hold |
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|
2017
Q2 | $39K | Buy |
|