River Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $495K | Buy |
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|
2025
Q1 | $394K | Sell |
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|
2024
Q4 | $379K | Buy |
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|
2024
Q3 | $331K | Sell |
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|
2024
Q2 | $379K | Buy |
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|
2024
Q1 | $330K | Sell |
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|
2023
Q4 | $394K | Buy |
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|
2023
Q3 | $279K | Sell |
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|
2023
Q2 | $292K | Buy |
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|
2023
Q1 | $260K | Buy |
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|
2022
Q4 | $367K | Sell |
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|
2022
Q3 | $320K | Buy |
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|
2022
Q2 | $279K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $506K | Sell |
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|
2019
Q1 | $641K | Sell |
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|
2018
Q4 | $723K | Sell |
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|
2018
Q3 | $1.05M | Buy |
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|
2018
Q2 | $1.07M | Buy |
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