Virtus ETF Advisers’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
Q4 | $170K | Buy |
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|
2025
Q3 | $111K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $598K | Buy |
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|
2022
Q4 | $915K | Buy |
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|
2022
Q3 | $774K | Buy |
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|
2022
Q2 | $649K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $24K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $28K | Sell |
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|
2017
Q4 | $35K | Buy |
|