Transcend Capital 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
Q2 | $622K | Buy |
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|
2025
Q1 | $220K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $243K | Sell |
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|
2024
Q2 | $367K | Buy |
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|
2024
Q1 | $308K | Sell |
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|
2023
Q4 | $402K | Buy |
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|
2023
Q3 | $256K | Buy |
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|
2023
Q2 | $251K | Buy |
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|
2023
Q1 | $209K | Sell |
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|
2022
Q4 | $392K | Sell |
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|
2022
Q3 | $422K | Sell |
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|
2022
Q2 | $397K | Buy |
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|
2022
Q1 | $494K | Sell |
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|
2021
Q4 | $496K | Buy |
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|
2021
Q3 | $481K | Sell |
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|
2021
Q2 | $427K | Sell |
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|
2021
Q1 | $437K | Buy |
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|
2020
Q4 | $334K | Buy |
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