USCA RIA’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $3.04M | Sell |
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|
2021
Q1 | $2.81M | Buy |
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|
2020
Q4 | $2.03M | Buy |
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|
2020
Q3 | $631K | Buy |
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|
2020
Q2 | $368K | Sell |
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|
2020
Q1 | $372K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $972K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.39M | Sell |
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|
2018
Q2 | $1.72M | Buy |
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|
2018
Q1 | $980K | Sell |
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|
2017
Q4 | $965K | Buy |
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|
2017
Q3 | $712K | Hold |
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|
2017
Q2 | $712K | Buy |
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|
2017
Q1 | $668K | Sell |
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|
2016
Q4 | $706K | Sell |
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|
2016
Q3 | $568K | Buy |
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|
2016
Q2 | $440K | Buy |
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|
2016
Q1 | $419K | Sell |
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|
2015
Q4 | $503K | Buy |
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