TRUE Private Wealth 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 | $255K | Buy |
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|
2025
Q1 | $216K | Sell |
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|
2024
Q4 | $223K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $227K | Sell |
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|
2024
Q1 | $223K | Buy |
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|
2023
Q4 | $209K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $10K | Hold |
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|
2020
Q3 | $7K | Hold |
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|
2020
Q2 | $6K | Hold |
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|
2020
Q1 | $6K | Hold |
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|
2019
Q4 | $9K | Sell |
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|
2019
Q3 | $221K | Sell |
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|
2019
Q2 | $216K | Sell |
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|
2019
Q1 | $240K | Sell |
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|
2018
Q4 | $268K | Buy |
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|
2018
Q3 | $71.8K | Buy |
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