Smith Hayes Advisers’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $918K | Buy |
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|
2015
Q4 | $571K | Hold |
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|
2015
Q3 | $496K | Hold |
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|
2015
Q2 | $566K | Hold |
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|
2015
Q1 | $528K | Hold |
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|
2014
Q4 | $524K | Hold |
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|
2014
Q3 | $510K | Buy |
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|
2014
Q2 | $440K | Hold |
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|
2014
Q1 | $447K | Sell |
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|
2013
Q4 | $438K | Buy |
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|
2013
Q3 | $352K | Hold |
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|
2013
Q2 | $353K | Buy |
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