United Capital Financial 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 | $3.64M | Buy |
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|
2025
Q1 | $3.11M | Buy |
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|
2024
Q4 | $2.8M | Sell |
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|
2024
Q3 | $2.49M | Sell |
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|
2024
Q2 | $2.93M | Sell |
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|
2024
Q1 | $3.46M | Sell |
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|
2023
Q4 | $3.32M | Buy |
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|
2023
Q3 | $697K | Sell |
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|
2023
Q2 | $892K | Sell |
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|
2023
Q1 | $1.57M | Buy |
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|
2022
Q4 | $1.17M | Sell |
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|
2022
Q3 | $1.1M | Sell |
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|
2022
Q2 | $1.02M | Buy |
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|
2022
Q1 | $1.22M | Sell |
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|
2021
Q4 | $1.64M | Sell |
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|
2021
Q3 | $2.59M | Buy |
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|
2021
Q2 | $2.27M | Buy |
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|
2021
Q1 | $2.03M | Buy |
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|
2020
Q4 | $1.56M | Buy |
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|
2020
Q3 | $626K | Buy |
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|
2020
Q2 | $571K | Sell |
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|
2020
Q1 | $3.92M | Buy |
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|
2019
Q4 | $772K | Buy |
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|
2019
Q3 | $418K | Sell |
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|
2019
Q2 | $1.69M | Sell |
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|
2019
Q1 | $3.46M | Buy |
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|
2018
Q4 | $2.91M | Sell |
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|
2018
Q3 | $3.92M | Buy |
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|
2018
Q2 | $3.29M | Buy |
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|
2018
Q1 | $3.13M | Buy |
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|
2017
Q4 | $1.83M | Buy |
|
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|
2017
Q3 | $1.42M | Buy |
|
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|
2017
Q2 | $695K | Sell |
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|
2017
Q1 | $760K | Buy |
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|
2016
Q4 | $711K | Buy |
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|
2016
Q3 | $358K | Sell |
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|
2016
Q2 | $1.48M | Buy |
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|
2016
Q1 | $600K | Buy |
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|
2015
Q4 | $704K | Buy |
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|
2015
Q3 | $547K | Sell |
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|
2015
Q2 | $627K | Sell |
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|
2015
Q1 | $599K | Buy |
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|
2014
Q4 | $485K | Sell |
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|
2014
Q3 | $476K | Buy |
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|
2014
Q2 | $434K | Buy |
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|
2014
Q1 | $347K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $249K | Sell |
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|
2013
Q2 | $458K | Buy |
|