SimplyRich’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 | $430K | Hold |
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|
2025
Q2 | $411K | Hold |
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|
2025
Q1 | $353K | Hold |
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|
2024
Q4 | $333K | Hold |
|
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|
2024
Q3 | $292K | Hold |
|
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|
2024
Q2 | $332K | Hold |
|
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|
2024
Q1 | $327K | Hold |
|
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|
2023
Q4 | $310K | Hold |
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|
2023
Q3 | $247K | Hold |
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|
2023
Q2 | $255K | Sell |
|
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|
2023
Q1 | $237K | Hold |
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|
2022
Q4 | $378K | Hold |
|
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|
2022
Q3 | $326K | Hold |
|
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|
2022
Q2 | $286K | Hold |
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|
2022
Q1 | $382K | Hold |
|
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|
2021
Q4 | $382K | Buy |
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|
2021
Q3 | $328K | Hold |
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|
2021
Q2 | $328K | Hold |
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|
2021
Q1 | $294K | Hold |
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|
2020
Q4 | $239K | Buy |
|