Sigma Investment Counselors’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 | $306K | Buy |
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|
2025
Q2 | $292K | Hold |
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|
2025
Q1 | $250K | Hold |
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|
2024
Q4 | $237K | Hold |
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|
2024
Q3 | $207K | Hold |
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|
2024
Q2 | $236K | Sell |
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|
2024
Q1 | $347K | Buy |
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|
2023
Q4 | $220K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $214K | Sell |
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|
2023
Q1 | $253K | Buy |
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|
2022
Q4 | $298K | Hold |
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|
2022
Q3 | $257K | Hold |
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|
2022
Q2 | $226K | Hold |
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|
2022
Q1 | $301K | Hold |
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|
2021
Q4 | $301K | Hold |
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|
2021
Q3 | $260K | Hold |
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|
2021
Q2 | $260K | Hold |
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|
2021
Q1 | $233K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $230K | Sell |
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|
2018
Q2 | $242K | Sell |
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|
2018
Q1 | $247K | Buy |
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|
2017
Q4 | $240K | Buy |
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|
2017
Q3 | $204K | Hold |
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|
2017
Q2 | $201K | Buy |
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