SteelPeak Wealth’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 | $463K | Buy |
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|
2025
Q2 | $253K | Sell |
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|
2025
Q1 | $5.94M | Sell |
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|
2024
Q4 | $5.73M | Buy |
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|
2024
Q3 | $4.91M | Buy |
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|
2024
Q2 | $5.58M | Buy |
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|
2024
Q1 | $323K | Sell |
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|
2023
Q4 | $361K | Buy |
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|
2023
Q3 | $257K | Sell |
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|
2023
Q2 | $2.61M | Buy |
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|
2023
Q1 | $591K | Buy |
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|
2022
Q4 | $426K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $214K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.21M | Sell |
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|
2020
Q4 | $1M | Buy |
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