Sequoia Financial 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
Q2 | $30.1M | Buy |
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|
2025
Q1 | $25.7M | Buy |
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|
2024
Q4 | $23.8M | Sell |
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|
2024
Q3 | $21.2M | Buy |
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|
2024
Q2 | $3.73M | Sell |
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|
2024
Q1 | $18.8M | Buy |
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|
2023
Q4 | $17.5M | Buy |
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|
2023
Q3 | $11M | Buy |
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|
2023
Q2 | $10.1M | Buy |
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|
2023
Q1 | $7.08M | Buy |
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|
2022
Q4 | $1.29M | Buy |
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|
2022
Q3 | $681K | Sell |
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|
2022
Q2 | $892K | Buy |
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|
2022
Q1 | $1.1M | Buy |
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|
2021
Q4 | $876K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $428K | Buy |
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|
2021
Q1 | $359K | Sell |
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|
2020
Q4 | $315K | Buy |
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