Sheaff Brock Investment 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
Q1 | $625K | Buy |
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|
2024
Q4 | $581K | Hold |
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|
2024
Q3 | $509K | Buy |
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|
2024
Q2 | $545K | Sell |
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|
2024
Q1 | $598K | Sell |
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|
2023
Q4 | $627K | Buy |
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|
2023
Q3 | $499K | Buy |
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|
2023
Q2 | $402K | Sell |
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|
2023
Q1 | $646K | Buy |
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|
2022
Q4 | $539K | Sell |
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|
2022
Q3 | $469K | Sell |
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|
2022
Q2 | $413K | Buy |
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|
2022
Q1 | $530K | Buy |
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|
2021
Q4 | $526K | Buy |
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|
2021
Q3 | $274K | Buy |
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|
2021
Q2 | $273K | Buy |
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|
2021
Q1 | $238K | Buy |
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