Shira Ridge 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 | $1.05M | Hold |
|
|||||
|
2025
Q2 | $1M | Buy |
|
|||||
|
2025
Q1 | $859K | Buy |
|
|||||
|
2024
Q4 | $812K | Hold |
|
|||||
|
2024
Q3 | $711K | Buy |
|
|||||
|
2024
Q2 | $809K | Buy |
|
|||||
|
2024
Q1 | $786K | Buy |
|
|||||
|
2023
Q4 | $746K | Buy |
|
|||||
|
2023
Q3 | $595K | Buy |
|
|||||
|
2023
Q2 | $613K | Buy |
|
|||||
|
2023
Q1 | $492K | Hold |
|
|||||
|
2022
Q4 | $782K | Buy |
|