Stratos Wealth Advisors’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 | $1.54M | Buy |
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|
2025
Q1 | $1.22M | Buy |
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|
2024
Q4 | $1.04M | Sell |
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|
2024
Q3 | $927K | Buy |
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|
2024
Q2 | $948K | Buy |
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|
2024
Q1 | $414K | Buy |
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|
2023
Q4 | $309K | Buy |
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|
2023
Q3 | $216K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $756K | Sell |
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|
2022
Q4 | $1.23M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $341K | Buy |
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|
2022
Q1 | $442K | Sell |
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|
2021
Q4 | $548K | Sell |
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|
2021
Q3 | $495K | Buy |
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|
2021
Q2 | $477K | Sell |
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|
2021
Q1 | $586K | Buy |
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|
2020
Q4 | $436K | Buy |
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