Tempus Wealth Planning’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
Q2 | $518K | Sell |
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|
2025
Q1 | $451K | Sell |
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|
2024
Q4 | $434K | Sell |
|
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|
2024
Q3 | $403K | Buy |
|
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|
2024
Q2 | $423K | Buy |
|
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|
2024
Q1 | $340K | Buy |
|
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|
2023
Q4 | $239K | Buy |
|
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|
2023
Q3 | – | Sell |
|
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|
2023
Q2 | $339K | Buy |
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|
2023
Q1 | $232K | Buy |
|
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $245K | Buy |
|