RWA 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 | $17.6M | Sell |
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|
2025
Q2 | $17.8M | Sell |
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|
2025
Q1 | $15.7M | Sell |
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|
2024
Q4 | $15.6M | Sell |
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|
2024
Q3 | $13.8M | Sell |
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|
2024
Q2 | $21.1M | Sell |
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|
2024
Q1 | $21.5M | Sell |
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|
2023
Q4 | $21.9M | Buy |
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|
2023
Q3 | $3.47M | Sell |
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|
2023
Q2 | $3.6M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $104K | Buy |
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|
2018
Q1 | $67K | Buy |
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