Tiedemann 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $785K | Hold |
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|
2023
Q2 | $813K | Sell |
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|
2023
Q1 | $758K | Buy |
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|
2022
Q4 | $392K | Buy |
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|
2022
Q3 | $335K | Sell |
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|
2022
Q2 | $347K | Buy |
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|
2022
Q1 | $403K | Buy |
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|
2021
Q4 | $386K | Hold |
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|
2021
Q3 | $335K | Sell |
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|
2021
Q2 | $347K | Sell |
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|
2021
Q1 | $322K | Sell |
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|
2020
Q4 | $271K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $224K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $238K | Buy |
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|
2019
Q3 | $204K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $755K | Buy |
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|
2018
Q4 | $247K | Buy |
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|
2018
Q3 | $226K | Sell |
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|
2018
Q2 | $258K | Sell |
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|
2018
Q1 | $422K | Buy |
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|
2017
Q4 | $267K | Sell |
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|
2017
Q3 | $3.13M | Buy |
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|
2017
Q2 | $2.83M | Buy |
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|
2017
Q1 | $2.59M | Sell |
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|
2016
Q4 | $2.87M | Buy |
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