WCG Wealth 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 | $8.57M | Buy |
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|
2025
Q1 | $6.3M | Sell |
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|
2024
Q4 | $6.28M | Buy |
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|
2024
Q3 | $5.18M | Buy |
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|
2024
Q2 | $5.86M | Buy |
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|
2024
Q1 | $5.41M | Sell |
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|
2023
Q4 | $6.8M | Sell |
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|
2023
Q3 | $6.27M | Buy |
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|
2023
Q2 | $6.13M | Buy |
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|
2023
Q1 | $4.22M | Buy |
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|
2022
Q4 | $4.49M | Buy |
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|
2022
Q3 | $3.69M | Buy |
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|
2022
Q2 | $2.66M | Buy |
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