Vantage Wealth’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $9.56M | Sell |
|
|||||
|
2023
Q2 | $11.4M | Sell |
|
|||||
|
2023
Q1 | $10.7M | Sell |
|
|||||
|
2022
Q4 | $17.9M | Sell |
|
|||||
|
2022
Q3 | $16M | Buy |
|
|||||
|
2022
Q2 | $14M | Buy |
|
|||||
|
2022
Q1 | $18.6M | Sell |
|
|||||
|
2021
Q4 | $23.9M | Buy |
|
|||||
|
2021
Q3 | $20.6M | Sell |
|
|||||
|
2021
Q2 | $20.7M | Buy |
|
|||||
|
2021
Q1 | $18.5M | Sell |
|
|||||
|
2020
Q4 | $17.2M | Buy |
|
|||||
|
2020
Q3 | $11.6M | Buy |
|
|||||
|
2014
Q4 | – | Sell |
|
|||||
|
2014
Q3 | $6M | Sell |
|
|||||
|
2014
Q2 | $5.62M | Sell |
|
|||||
|
2014
Q1 | $6M | Sell |
|
|||||
|
2013
Q4 | $5.76M | Sell |
|
|||||
|
2013
Q3 | $4.7M | Sell |
|
|||||
|
2013
Q2 | $5.6M | Buy |
|