U.S. Capital 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
Q3 | $1.04M | Sell |
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|
2025
Q2 | $1.07M | Buy |
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|
2025
Q1 | $865K | Sell |
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|
2024
Q4 | $838K | Sell |
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|
2024
Q3 | $903K | Sell |
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|
2024
Q2 | $2.03M | Sell |
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|
2024
Q1 | $2.1M | Sell |
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|
2023
Q4 | $2.36M | Sell |
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|
2023
Q3 | $1.9M | Sell |
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|
2023
Q2 | $2.2M | Buy |
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|
2023
Q1 | $1.91M | Buy |
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|
2022
Q4 | $1.28M | Sell |
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|
2022
Q3 | $1.13M | Sell |
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|
2022
Q2 | $1.02M | Sell |
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|
2022
Q1 | $1.97M | Sell |
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|
2021
Q4 | $3.52M | Buy |
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|
2021
Q3 | $3.03M | Buy |
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