Sendero 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 | $6.9M | Sell |
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|
2025
Q2 | $8.15M | Sell |
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|
2025
Q1 | $9.3M | Buy |
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|
2024
Q4 | $8.05M | Sell |
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|
2024
Q3 | $8.23M | Sell |
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|
2024
Q2 | $10.2M | Sell |
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|
2024
Q1 | $10.6M | Buy |
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|
2023
Q4 | $8.57M | Buy |
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|
2023
Q3 | $6.62M | Buy |
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|
2023
Q2 | $5.44M | Buy |
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|
2023
Q1 | $2.9M | Sell |
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|
2022
Q4 | $4.66M | Sell |
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|
2022
Q3 | $6.35M | Buy |
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|
2022
Q2 | $4.85M | Buy |
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|
2022
Q1 | $5.39M | Buy |
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|
2021
Q4 | $5.28M | Buy |
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