Schechter Investment 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
Q1 | $1.47M | Buy |
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|
2024
Q4 | $1.01M | Buy |
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|
2024
Q3 | $814K | Sell |
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|
2024
Q2 | $1.34M | Buy |
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|
2024
Q1 | $1.3M | Buy |
|
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|
2023
Q4 | $802K | Buy |
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|
2023
Q3 | $355K | Buy |
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|
2023
Q2 | $348K | Sell |
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|
2023
Q1 | $369K | Sell |
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|
2022
Q4 | $1.77M | Sell |
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|
2022
Q3 | $1.55M | Buy |
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|
2022
Q2 | $926K | Buy |
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|
2022
Q1 | $1.21M | Buy |
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|
2021
Q4 | $1.16M | Buy |
|