Sonora Investment Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $434K | Sell |
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|
2025
Q2 | $423K | Buy |
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|
2025
Q1 | $362K | Sell |
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|
2024
Q4 | $356K | Sell |
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|
2024
Q3 | $322K | Sell |
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|
2024
Q2 | $389K | Hold |
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|
2024
Q1 | $389K | Sell |
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|
2023
Q4 | $377K | Buy |
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|
2023
Q3 | $295K | Sell |
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|
2023
Q2 | $313K | Buy |
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|
2023
Q1 | $276K | Buy |
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|
2022
Q4 | $405K | Buy |
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|
2022
Q3 | $270K | Hold |
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|
2022
Q2 | $270K | Buy |
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|
2022
Q1 | $348K | Sell |
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|
2021
Q4 | $367K | Buy |
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