Segment 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
Q3 | $227K | Hold |
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|
2025
Q2 | $217K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $4M | Buy |
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|
2019
Q2 | $3.77M | Sell |
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|
2019
Q1 | $4.02M | Buy |
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|
2018
Q4 | $3.82M | Buy |
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|
2018
Q3 | $4.08M | Buy |
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|
2018
Q2 | $4.23M | Buy |
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|
2018
Q1 | $4.28M | Buy |
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|
2017
Q4 | $4.2M | Buy |
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|
2017
Q3 | $3.44M | Buy |
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|
2017
Q2 | $2.92M | Buy |
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|
2017
Q1 | $2.6M | Buy |
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|
2016
Q4 | $2.12M | Buy |
|