Waverly 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
Q2 | $8.29M | Buy |
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|
2025
Q1 | $6.33M | Buy |
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|
2024
Q4 | $2.97M | Buy |
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|
2024
Q3 | $2.45M | Sell |
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|
2024
Q2 | $3.01M | Buy |
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|
2024
Q1 | $1.8M | Sell |
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|
2023
Q4 | $1.77M | Buy |
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|
2023
Q3 | $210K | Sell |
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|
2023
Q2 | $236K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $255K | Sell |
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|
2022
Q3 | $222K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $216K | Sell |
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|
2021
Q4 | $256K | Buy |
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|
2021
Q3 | $202K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $699K | Hold |
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|
2018
Q2 | $727K | Sell |
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|
2018
Q1 | $751K | Sell |
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|
2017
Q4 | $829K | Buy |
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|
2017
Q3 | $696K | Sell |
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|
2017
Q2 | $685K | Hold |
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|
2017
Q1 | $651K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $372K | Buy |
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|
2015
Q3 | $14K | Sell |
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|
2015
Q2 | $33K | Hold |
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|
2015
Q1 | $30K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $8K | Hold |
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|
2014
Q2 | $7K | Hold |
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|
2014
Q1 | $7K | Sell |
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|
2013
Q4 | $301K | Buy |
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|
2013
Q3 | $239K | Hold |
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|
2013
Q2 | $240K | Buy |
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