Stratos 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 | $3.52M | Buy |
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|
2025
Q1 | $2.98M | Sell |
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|
2024
Q4 | $3.2M | Sell |
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|
2024
Q3 | $2.91M | Sell |
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|
2024
Q2 | $3.8M | Buy |
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|
2024
Q1 | $3.66M | Sell |
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|
2023
Q4 | $3.58M | Sell |
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|
2023
Q3 | $2.95M | Buy |
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|
2023
Q2 | $2.65M | Buy |
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|
2023
Q1 | $1.85M | Buy |
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|
2022
Q4 | $2.55M | Sell |
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|
2022
Q3 | $2.3M | Sell |
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|
2022
Q2 | $2.07M | Sell |
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|
2022
Q1 | $2.82M | Buy |
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|
2021
Q4 | $2.63M | Buy |
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|
2021
Q3 | $2.08M | Sell |
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|
2021
Q2 | $2.5M | Buy |
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|
2021
Q1 | $2.14M | Sell |
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|
2020
Q4 | $1.87M | Buy |
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|
2020
Q3 | $1.16M | Buy |
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|
2020
Q2 | $770K | Buy |
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|
2020
Q1 | $701K | Buy |
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|
2019
Q4 | $613K | Buy |
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|
2019
Q3 | $337K | Sell |
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|
2019
Q2 | $327K | Buy |
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|
2019
Q1 | $284K | Sell |
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|
2018
Q4 | $285K | Buy |
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|
2018
Q3 | $298K | Sell |
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|
2018
Q2 | $310K | Sell |
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|
2018
Q1 | $381K | Buy |
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|
2017
Q4 | $342K | Buy |
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|
2017
Q3 | $237K | Sell |
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|
2017
Q2 | $314K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $416K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $309K | Buy |
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|
2015
Q4 | $249K | Sell |
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|
2015
Q3 | $406K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $226K | Buy |
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|
2014
Q4 | $218K | Buy |
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