TD Ameritrade Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $15K | Sell |
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|
2023
Q1 | $17K | Buy |
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|
2022
Q4 | $13K | Sell |
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|
2022
Q3 | $25K | Sell |
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|
2022
Q2 | $30K | Sell |
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|
2022
Q1 | $43K | Buy |
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|
2021
Q4 | $24K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $24K | Sell |
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|
2021
Q1 | $18K | Hold |
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|
2020
Q4 | $18K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $0 | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $42K | Buy |
|