Summit Financial’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 | $3.25M | Buy |
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|
2025
Q1 | $2.71M | Sell |
|
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|
2024
Q4 | $2.62M | Buy |
|
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|
2024
Q3 | $2.05M | Buy |
|
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|
2024
Q2 | $2.02M | Buy |
|
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|
2024
Q1 | $1.66M | Sell |
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|
2023
Q4 | $1.6M | Buy |
|
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|
2023
Q3 | $978K | Buy |
|
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|
2023
Q2 | $365K | Buy |
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|
2023
Q1 | $241K | Buy |
|
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|
2022
Q4 | $270K | Buy |
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|
2022
Q3 | $225K | Buy |
|