Waddell & Associates’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 | $486K | Buy |
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|
2025
Q1 | $319K | Sell |
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|
2024
Q4 | $306K | Sell |
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|
2024
Q3 | $268K | Buy |
|
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|
2024
Q2 | $303K | Buy |
|
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|
2024
Q1 | $291K | Buy |
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|
2023
Q4 | $268K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $298K | Buy |
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|
2022
Q3 | $235K | Sell |
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|
2022
Q2 | $212K | Buy |
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|
2022
Q1 | $281K | Sell |
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|
2021
Q4 | $601K | Buy |
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|
2021
Q3 | $520K | Buy |
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|
2021
Q2 | $520 | Buy |
|