TCI 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
Q3 | $823K | Sell |
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|
2025
Q2 | $1.17M | Sell |
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|
2025
Q1 | $1M | Sell |
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|
2024
Q4 | $998K | Sell |
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|
2024
Q3 | $1.03M | Buy |
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|
2024
Q2 | $944K | Buy |
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|
2024
Q1 | $780K | Sell |
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|
2023
Q4 | $1.03M | Sell |
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|
2023
Q3 | $880K | Sell |
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|
2023
Q2 | $935K | Sell |
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|
2023
Q1 | $984K | Buy |
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|
2022
Q4 | $560K | Buy |
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|
2022
Q3 | $452K | Sell |
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|
2022
Q2 | $454K | Sell |
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|
2022
Q1 | $707K | Buy |
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|
2021
Q4 | $656K | Buy |
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|
2021
Q3 | $475K | Buy |
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|
2021
Q2 | $466K | Buy |
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|
2021
Q1 | $416K | Sell |
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|
2020
Q4 | $884K | Buy |
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|
2020
Q3 | $587K | Buy |
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|
2020
Q2 | $306K | Buy |
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|
2020
Q1 | $270K | Sell |
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|
2019
Q4 | $403K | Buy |
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|
2019
Q3 | $337K | Sell |
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|
2019
Q2 | $351K | Sell |
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|
2019
Q1 | $487K | Buy |
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|
2018
Q4 | $404K | Buy |
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|
2018
Q3 | $411K | Sell |
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|
2018
Q2 | $430K | Sell |
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|
2018
Q1 | $448K | Sell |
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|
2017
Q4 | $483K | Buy |
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|
2017
Q3 | $349K | Sell |
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|
2017
Q2 | $390K | Sell |
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|
2017
Q1 | $374K | Buy |
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|
2016
Q4 | $362K | Buy |
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|
2016
Q3 | $261K | Sell |
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|
2016
Q2 | $278K | Sell |
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|
2016
Q1 | $307K | Buy |
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|
2015
Q4 | $347K | Sell |
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|
2015
Q3 | $313K | Sell |
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|
2015
Q2 | $359K | Sell |
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|
2015
Q1 | $364K | Buy |
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|
2014
Q4 | $273K | Buy |
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|
2014
Q3 | $231K | Hold |
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|
2014
Q2 | $212K | Sell |
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|
2014
Q1 | $226K | Sell |
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|
2013
Q4 | $227K | Buy |
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|
2013
Q3 | $184K | Buy |
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|
2013
Q2 | $163K | Buy |
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