Teamwork Financial 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 | $239K | Buy |
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|
2025
Q2 | $204K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $200K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $220K | Sell |
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|
2022
Q4 | $394K | Sell |
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|
2022
Q3 | $356K | Sell |
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|
2022
Q2 | $485K | Sell |
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|
2022
Q1 | $2.76M | Buy |
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|
2021
Q4 | $1.64M | Sell |
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|
2021
Q3 | $1.47M | Sell |
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|
2021
Q2 | $1.48M | Buy |
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|
2021
Q1 | $1.3M | Sell |
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|
2020
Q4 | $1.26M | Sell |
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|
2020
Q3 | $997K | Sell |
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|
2020
Q2 | $2.01M | Buy |
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