Signet Investment Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $947K | Sell |
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|
2024
Q2 | $1.08M | Sell |
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|
2024
Q1 | $1.12M | Sell |
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|
2023
Q4 | $1.16M | Sell |
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|
2023
Q3 | $947K | Buy |
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|
2023
Q2 | $925K | Sell |
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|
2023
Q1 | $907K | Sell |
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|
2022
Q4 | $1.46M | Sell |
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|
2022
Q3 | $1.27M | Sell |
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|
2022
Q2 | $1.15M | Sell |
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|
2022
Q1 | $1.7M | Sell |
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|
2021
Q4 | $1.76M | Buy |
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|
2021
Q3 | $1.52M | Sell |
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|
2021
Q2 | $1.86M | Buy |
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|
2021
Q1 | $1.29M | Buy |
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|
2020
Q4 | $1.04M | Buy |
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|
2019
Q4 | $885K | Buy |
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|
2019
Q3 | $636K | Sell |
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|
2019
Q2 | $623K | Buy |
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|
2019
Q1 | $647K | Buy |
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|
2018
Q4 | $590K | Buy |
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