Wealth Enhancement Advisory Services’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 | $106M | Buy |
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|
2025
Q2 | $102M | Buy |
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|
2025
Q1 | $85.1M | Buy |
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|
2024
Q4 | $73.4M | Buy |
|
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|
2024
Q3 | $60.7M | Buy |
|
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|
2024
Q2 | $68.3M | Sell |
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|
2024
Q1 | $70.6M | Buy |
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|
2023
Q4 | $65M | Buy |
|
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|
2023
Q3 | $51.8M | Buy |
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|
2023
Q2 | $529K | Sell |
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|
2023
Q1 | $551K | Buy |
|