Sachetta’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
$41.6K Buy
2025
Q2
$38K Buy
2025
Q1
$25.8K Buy
2024
Q4
$24.2K Buy
2024
Q3
$20.3K Sell
2024
Q2
$24.5K Buy
2024
Q1
$18.1K Hold
2023
Q4
$18.1K Buy