Souders Financial 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 | $380K | Sell |
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|
2025
Q1 | $345K | Buy |
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|
2024
Q4 | $296K | Buy |
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|
2024
Q3 | $257K | Sell |
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|
2024
Q2 | $303K | Sell |
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|
2024
Q1 | $300K | Sell |
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|
2023
Q4 | $288K | Buy |
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|
2023
Q3 | $229K | Sell |
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|
2023
Q2 | $240K | Sell |
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|
2023
Q1 | $226K | Buy |
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|
2022
Q4 | $315K | Buy |
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|
2022
Q3 | $269K | Sell |
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|
2022
Q2 | $237K | Buy |
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|
2022
Q1 | $313K | Buy |
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|
2021
Q4 | $310K | Buy |
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|
2021
Q3 | $269K | Buy |
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|
2021
Q2 | $259K | Buy |
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|
2021
Q1 | $231K | Buy |
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