SkyView Investment Advisors’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 | $782K | Sell |
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|
2025
Q1 | $687K | Buy |
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|
2024
Q4 | $605K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.16M | Sell |
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|
2023
Q1 | $1.84M | Buy |
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|
2022
Q4 | $1.96M | Sell |
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|
2022
Q3 | $1.77M | Buy |
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|
2022
Q2 | $1.4M | Buy |
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|
2022
Q1 | $1.73M | Buy |
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|
2021
Q4 | $1.67M | Sell |
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|
2021
Q3 | $1.03M | Buy |
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