Spire Wealth Management’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 | $6.42M | Buy |
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|
2025
Q2 | $5.19M | Sell |
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|
2025
Q1 | $10.8M | Buy |
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|
2024
Q4 | $6.63M | Buy |
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|
2024
Q3 | $5.72M | Sell |
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|
2024
Q2 | $6.63M | Buy |
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|
2024
Q1 | $1.37M | Sell |
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|
2023
Q4 | $1.25M | Buy |
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|
2023
Q3 | $965K | Buy |
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|
2023
Q2 | $874K | Buy |
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|
2023
Q1 | $738K | Buy |
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|
2022
Q4 | $703K | Sell |
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|
2022
Q3 | $609K | Sell |
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|
2022
Q2 | $767K | Sell |
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|
2022
Q1 | $10.7M | Buy |
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|
2021
Q4 | $2.82M | Buy |
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|
2021
Q3 | $1.49M | Sell |
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|
2021
Q2 | $1.54M | Sell |
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|
2021
Q1 | $2.93M | Buy |
|