Sittner & Nelson’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 | $13.6K | Hold |
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|
2025
Q2 | $13K | Hold |
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|
2025
Q1 | $11.1K | Hold |
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|
2024
Q4 | $10.5K | Hold |
|
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|
2024
Q3 | $9.2K | Hold |
|
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|
2024
Q2 | $10.5K | Hold |
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|
2024
Q1 | $10.3K | Sell |
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|
2023
Q4 | $40.7K | Hold |
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|
2023
Q3 | $32.5K | Hold |
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|
2023
Q2 | $33.6K | Hold |
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|
2023
Q1 | $31K | Buy |
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|
2022
Q4 | $37.5K | Buy |
|