Steph & Co’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 | $36.9K | Buy |
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|
2025
Q2 | $20.2K | Sell |
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|
2025
Q1 | $17.8K | Buy |
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|
2024
Q4 | $13.2K | Sell |
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|
2024
Q3 | $23.5K | Buy |
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|
2024
Q2 | $11.7K | Buy |
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|
2024
Q1 | $10.6K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $25K | Hold |
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|
2021
Q4 | $25K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1K | Hold |
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|
2019
Q4 | $1K | Buy |
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