Roberts 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 | $2.13M | Buy |
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|
2025
Q1 | $1.82M | Sell |
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|
2024
Q4 | $1.72M | Buy |
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|
2024
Q3 | $1.5M | Buy |
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|
2024
Q2 | $1.65M | Buy |
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|
2024
Q1 | $1.53M | Buy |
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|
2023
Q4 | $4M | Buy |
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|
2023
Q3 | $1.09M | Buy |
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|
2023
Q2 | $1.12M | Buy |
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|
2023
Q1 | $978K | Buy |
|
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|
2022
Q4 | $1.58M | Sell |
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|
2022
Q3 | $1.48M | Sell |
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|
2022
Q2 | $3.5M | Buy |
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|
2022
Q1 | $4.53M | Sell |
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|
2021
Q4 | $4.72M | Sell |
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|
2021
Q3 | $4.14M | Buy |
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