United Asset Strategies’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 | $18.2M | Sell |
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|
2025
Q2 | $17.7M | Buy |
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|
2025
Q1 | $15.1M | Buy |
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|
2024
Q4 | $13.9M | Buy |
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|
2024
Q3 | $12M | Buy |
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|
2024
Q2 | $13.3M | Buy |
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|
2024
Q1 | $12.9M | Sell |
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|
2023
Q4 | $13M | Buy |
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|
2023
Q3 | $10.3M | Sell |
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|
2023
Q2 | $10.8M | Buy |
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|
2023
Q1 | $4.58M | Buy |
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|
2022
Q4 | $7.17M | Sell |
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|
2022
Q3 | $6.34M | Buy |
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|
2022
Q2 | $5.55M | Sell |
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|
2022
Q1 | $7.43M | Sell |
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|
2021
Q4 | $8.17M | Buy |
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|
2021
Q3 | $6.93M | Buy |
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|
2021
Q2 | $6.73M | Sell |
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|
2021
Q1 | $8.63M | Sell |
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|
2020
Q4 | $7.69M | Buy |
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|
2020
Q3 | $4.74M | Buy |
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|
2020
Q2 | $4.26M | Buy |
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