Spearhead Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $784K | Sell |
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|
2022
Q2 | $7.83M | Buy |
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|
2022
Q1 | $10.1M | Sell |
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|
2021
Q4 | $11.4M | Buy |
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|
2021
Q3 | $9.68M | Buy |
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|
2021
Q2 | $9.46M | Buy |
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|
2021
Q1 | $8.39M | Sell |
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|
2020
Q4 | $8.72M | Buy |
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|
2020
Q3 | $5.5M | Buy |
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|
2020
Q2 | $5.03M | Buy |
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|
2020
Q1 | $4.85M | Buy |
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|
2019
Q4 | $4.89M | Buy |
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|
2019
Q3 | $4.11M | Buy |
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|
2019
Q2 | $3.46M | Buy |
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|
2019
Q1 | $3.23M | Buy |
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|
2018
Q4 | $1.38M | Sell |
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|
2018
Q3 | $3.25M | Buy |
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|
2018
Q2 | $3.14M | Buy |
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