Sound View Wealth Advisors 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
Q2 | $354K | Buy |
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|
2025
Q1 | $294K | Sell |
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|
2024
Q4 | $280K | Sell |
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|
2024
Q3 | $257K | Sell |
|
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|
2024
Q2 | $336K | Sell |
|
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|
2024
Q1 | $333K | Sell |
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|
2023
Q4 | $327K | Buy |
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|
2023
Q3 | $258K | Buy |
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|
2023
Q2 | $265K | Sell |
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|
2023
Q1 | $275K | Buy |
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|
2022
Q4 | $327K | Buy |
|