Sculati Wealth Management’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 | $3.71M | Sell |
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|
2025
Q1 | $3.21M | Sell |
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|
2024
Q4 | $3.1M | Sell |
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|
2024
Q3 | $2.73M | Sell |
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|
2024
Q2 | $3.14M | Sell |
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|
2024
Q1 | $3.11M | Buy |
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|
2023
Q4 | $2.96M | Buy |
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|
2023
Q3 | $2.35M | Buy |
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|
2023
Q2 | $2.39M | Buy |
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|
2023
Q1 | $2.2M | Buy |
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|
2022
Q4 | $3.42M | Buy |
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|
2022
Q3 | $2.94M | Buy |
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|
2022
Q2 | $2.57M | Buy |
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|
2022
Q1 | $3.4M | Buy |
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|
2021
Q4 | $3.34M | Buy |
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|
2021
Q3 | $2.87M | Buy |
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|
2021
Q2 | $2.85M | Buy |
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|
2021
Q1 | $2.55M | Sell |
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|
2020
Q4 | $2.15M | Buy |
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|
2020
Q3 | $1.46M | Buy |
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|
2020
Q2 | $1.31M | Buy |
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|
2020
Q1 | $797K | Buy |
|