SeaCrest 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 | $831K | Sell |
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|
2025
Q1 | $897K | Sell |
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|
2024
Q4 | $870K | Sell |
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|
2024
Q3 | $878K | Sell |
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|
2024
Q2 | $1.24M | Buy |
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|
2024
Q1 | $1.15M | Buy |
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|
2023
Q4 | $1.05M | Sell |
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|
2023
Q3 | $907K | Buy |
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|
2023
Q2 | $864K | Buy |
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|
2023
Q1 | $713K | Buy |
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|
2022
Q4 | $670K | Buy |
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|
2022
Q3 | $558K | Buy |
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|
2022
Q2 | $427K | Buy |
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|
2022
Q1 | $438K | Buy |
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|
2021
Q4 | $377K | Sell |
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|
2021
Q3 | $329K | Buy |
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|
2021
Q2 | $318K | Buy |
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|
2021
Q1 | $258K | Sell |
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|
2020
Q4 | $786K | Buy |
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|
2020
Q3 | $509K | Buy |
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|
2020
Q2 | $464K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $233K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $184K | Buy |
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|
2018
Q4 | $173K | Sell |
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|
2018
Q3 | $238K | Buy |
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|
2018
Q2 | $229K | Sell |
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|
2018
Q1 | $242K | Buy |
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|
2017
Q4 | $222K | Buy |
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