Strategic Blueprint’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 | $328K | Buy |
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|
2025
Q2 | $306K | Sell |
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|
2025
Q1 | $315K | Sell |
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|
2024
Q4 | $597K | Sell |
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|
2024
Q3 | $601K | Sell |
|
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|
2024
Q2 | $735K | Sell |
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|
2024
Q1 | $847K | Buy |
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|
2023
Q4 | $700K | Buy |
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|
2023
Q3 | $517K | Buy |
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|
2023
Q2 | $516K | Sell |
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|
2023
Q1 | $779K | Buy |
|
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|
2022
Q4 | $1.19M | Sell |
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|
2022
Q3 | $1.13M | Buy |
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|
2022
Q2 | $959K | Buy |
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|
2022
Q1 | $1.15M | Buy |
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|
2021
Q4 | $572K | Sell |
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|
2021
Q3 | $509K | Sell |
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|
2021
Q2 | $1.33M | Buy |
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|
2021
Q1 | $446K | Buy |
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|
2020
Q4 | $340K | Sell |
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|
2020
Q3 | $633K | Buy |
|