Ulland Investment 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
$186K Sell
2025
Q1
$176K Buy
2024
Q4
$155K Sell
2024
Q3
$141K Sell
2024
Q2
$526K Sell
2024
Q1
$526K Sell
2023
Q4
$920K Sell
2023
Q3
$1.11M Buy
2023
Q2
$209K Buy
2023
Q1
$132K Buy
2022
Q4
$7K Hold
2022
Q3
$6K Hold
2022
Q2
$5K Hold
2022
Q1
$7K Hold
2021
Q4
$7K Buy