Wealth Quarterback’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 | – | Sell |
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|
2025
Q2 | $544K | Sell |
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|
2025
Q1 | $478K | Buy |
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|
2024
Q4 | $450K | Buy |
|
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|
2024
Q3 | $387K | Sell |
|
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|
2024
Q2 | $637K | Buy |
|
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|
2024
Q1 | $614K | Sell |
|
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|
2023
Q4 | $638K | Buy |
|
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|
2023
Q3 | $485K | Sell |
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|
2023
Q2 | $583K | Buy |
|
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.6K | Buy |
|