SVA Wealth Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $537K | Sell |
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|
2020
Q3 | $566K | Sell |
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|
2020
Q2 | $547K | Buy |
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|
2020
Q1 | $534K | Sell |
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|
2019
Q4 | $5.06M | Sell |
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|
2019
Q3 | $4.57M | Buy |
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|
2019
Q2 | $4.39M | Sell |
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|
2019
Q1 | $5.7M | Buy |
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|
2018
Q4 | $5.02M | Buy |
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|
2018
Q3 | $5.63M | Buy |
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|
2018
Q2 | $5.64M | Buy |
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|
2018
Q1 | $4.55M | Buy |
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|
2017
Q4 | $5.25M | Sell |
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|
2017
Q3 | $4.55M | Sell |
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|
2017
Q2 | $4.7M | Sell |
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|
2017
Q1 | $4.49M | Sell |
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|
2016
Q4 | $4.45M | Sell |
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|
2016
Q3 | $3.57M | Buy |
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|
2016
Q2 | $2.81M | Buy |
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|
2016
Q1 | $3.09M | Buy |
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|
2015
Q4 | $485K | Buy |
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|
2015
Q3 | $409K | Sell |
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|
2015
Q2 | $502K | Buy |
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|
2015
Q1 | $455K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $242K | Buy |
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|
2014
Q1 | $223K | Buy |
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