Strategic Wealth Partners’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
Q2 | $2.3M | Buy |
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|
2024
Q4 | $2.04M | Buy |
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|
2024
Q3 | $1.52M | Sell |
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|
2024
Q2 | $5.41M | Buy |
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|
2024
Q1 | $1.27M | Sell |
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|
2023
Q4 | $1.61M | Buy |
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|
2023
Q3 | $1.08M | Sell |
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|
2023
Q2 | $1.15M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $19K | Buy |
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|
2018
Q4 | $3K | Hold |
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|
2018
Q3 | $3K | Hold |
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|
2018
Q2 | $4K | Hold |
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|
2018
Q1 | $4K | Hold |
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|
2017
Q4 | $4K | Buy |
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