TD Private Client Wealth’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 | $3.7M | Buy |
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|
2025
Q2 | $3.38M | Buy |
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|
2025
Q1 | $1.55M | Buy |
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|
2024
Q4 | $360K | Sell |
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|
2024
Q3 | $363K | Sell |
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|
2024
Q2 | $835K | Sell |
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|
2024
Q1 | $866K | Sell |
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|
2023
Q4 | $952K | Buy |
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|
2023
Q3 | $515K | Buy |
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|
2023
Q2 | $499K | Sell |
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|
2023
Q1 | $502K | Sell |
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|
2022
Q4 | $6.09M | Sell |
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|
2022
Q3 | $5.53M | Buy |
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|
2022
Q2 | $4.54M | Sell |
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|
2022
Q1 | $6.13M | Sell |
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|
2021
Q4 | $6.18M | Sell |
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|
2021
Q3 | $5.73M | Sell |
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|
2021
Q2 | $5.91M | Buy |
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|
2021
Q1 | $4.78M | Buy |
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|
2020
Q4 | $2.48M | Buy |
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|
2020
Q3 | $1.63M | Sell |
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|
2020
Q2 | $1.54M | Buy |
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|
2020
Q1 | $948K | Sell |
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|
2019
Q4 | $2.76M | Buy |
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