Voya 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
Q3 | $5.54M | Sell |
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|
2025
Q2 | $5.33M | Buy |
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|
2025
Q1 | $4.44M | Sell |
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|
2024
Q4 | $4.25M | Buy |
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|
2024
Q3 | $3.58M | Buy |
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|
2024
Q2 | $3.97M | Buy |
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|
2024
Q1 | $3.5M | Buy |
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|
2023
Q4 | $2.94M | Buy |
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|
2023
Q3 | $2.25M | Buy |
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|
2023
Q2 | $2.25M | Buy |
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|
2023
Q1 | $1.77M | Buy |
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|
2022
Q4 | $2.32M | Sell |
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|
2022
Q3 | $2.17M | Buy |
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|
2022
Q2 | $1.86M | Buy |
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|
2022
Q1 | $1.27M | Buy |
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|
2021
Q4 | $876K | Buy |
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|
2021
Q3 | $705K | Buy |
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|
2021
Q2 | $632K | Sell |
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|
2021
Q1 | $1.73M | Sell |
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|
2020
Q4 | $1.41M | Buy |
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|
2020
Q3 | $955K | Sell |
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|
2020
Q2 | $929K | Sell |
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|
2020
Q1 | $983K | Buy |
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|
2019
Q4 | $1.32M | Sell |
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|
2019
Q3 | $1.16M | Buy |
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|
2019
Q2 | $1M | Buy |
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|
2019
Q1 | $587K | Sell |
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|
2018
Q4 | $661K | Buy |
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|
2018
Q3 | $353K | Sell |
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|
2018
Q2 | $364K | Buy |
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|
2018
Q1 | $320K | Sell |
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|
2017
Q4 | $381K | Buy |
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|
2017
Q3 | $287K | Sell |
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|
2017
Q2 | $304K | Sell |
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|
2017
Q1 | $479K | Buy |
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|
2016
Q4 | $424K | Buy |
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|
2016
Q3 | $216K | Sell |
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|
2016
Q2 | $302K | Sell |
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|
2016
Q1 | $336K | Buy |
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|
2015
Q4 | $233K | Buy |
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