Sunbelt Securities’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 | $791K | Sell |
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|
2025
Q1 | $900K | Buy |
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|
2024
Q4 | $790K | Sell |
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|
2024
Q3 | $710K | Buy |
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|
2024
Q2 | $770K | Buy |
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|
2024
Q1 | $756K | Sell |
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|
2023
Q4 | $724K | Sell |
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|
2023
Q3 | $585K | Buy |
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|
2023
Q2 | $64.2K | Buy |
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|
2023
Q1 | $46.9K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.46M | Sell |
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|
2019
Q3 | $1.29M | Buy |
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