Sowell Financial Services’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 | $624K | Sell |
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|
2025
Q2 | $625K | Buy |
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|
2025
Q1 | $533K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.03M | Sell |
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|
2024
Q1 | $1.16M | Buy |
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|
2023
Q4 | $1.09M | Buy |
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|
2023
Q3 | $582K | Sell |
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|
2023
Q2 | $1.16M | Buy |
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|
2023
Q1 | $463K | Sell |
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|
2022
Q4 | $1.55M | Buy |
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|
2022
Q3 | $736K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.32M | Buy |
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|
2021
Q3 | $1.05M | Sell |
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|
2021
Q2 | $2.09M | Sell |
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|
2021
Q1 | $2.11M | Buy |
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|
2020
Q4 | $1.49M | Buy |
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|
2020
Q3 | $771K | Sell |
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|
2020
Q2 | $756K | Sell |
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|
2020
Q1 | $1.3M | Buy |
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|
2019
Q4 | $643K | Buy |
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|
2019
Q3 | $249K | Buy |
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