Signature Wealth Management Group’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 | $279K | Sell |
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|
2025
Q1 | $293K | Sell |
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|
2024
Q4 | $1.85M | Buy |
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|
2024
Q3 | $1.58M | Buy |
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|
2024
Q2 | $1.78M | Buy |
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|
2024
Q1 | $1.75M | Buy |
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|
2023
Q4 | $1.49M | Buy |
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|
2023
Q2 | $1.12M | Sell |
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|
2023
Q1 | $1.06M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $737K | Buy |
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|
2019
Q3 | $642K | Sell |
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|
2019
Q2 | $637K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1K | Hold |
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|
2018
Q1 | $1K | Buy |
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