Tranquilli Financial Advisor’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 | $1.31M | Buy |
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|
2025
Q1 | $1.12M | Sell |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $949K | Buy |
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|
2024
Q2 | $1.06M | Sell |
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|
2024
Q1 | $1.07M | Buy |
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|
2023
Q4 | $874K | Sell |
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|
2023
Q3 | $832K | Buy |
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|
2023
Q2 | $771K | Buy |
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|
2023
Q1 | $555K | Buy |
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|
2022
Q4 | $595K | Buy |
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|
2022
Q3 | $344K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $235K | Sell |
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|
2021
Q4 | $240K | Buy |
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|
2021
Q3 | $207K | Buy |
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|
2021
Q2 | $201K | Buy |
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