SIAP
Sterling Investment Advisors (Pennsylvania)’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.96M | Sell |
32,421
-32
| -0.1% | -$2.92K | 0.65% | 51 |
|
|
2025
Q1 | $2.54M | Sell |
32,453
-1,209
| -4% | -$94.6K | 0.61% | 51 |
|
|
2024
Q4 | $2.49M | Sell |
33,662
-2,789
| -8% | -$206K | 0.6% | 55 |
|
|
2024
Q3 | $2.36M | Sell |
36,451
-9,249
| -20% | -$599K | 0.6% | 55 |
|
|
2024
Q2 | $3.37M | Sell |
45,700
-2,700
| -6% | -$199K | 0.91% | 35 |
|
|
2024
Q1 | $3.5M | Hold |
48,400
| – | – | 0.98% | 30 |
|
|
2023
Q4 | $3.33M | Buy |
48,400
+400
| +0.8% | +$27.5K | 1.04% | 28 |
|
|
2023
Q3 | $2.64M | Buy |
+48,000
| New | +$2.64M | 0.92% | 37 |
|
|
2021
Q3 | – | Sell |
-21
| Closed | -$2K | – | 595 |
|
|
2021
Q2 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 503 |
|