Wealthcare Advisory Partners’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 | $809K | Buy |
|
|||||
|
2025
Q2 | $766K | Sell |
|
|||||
|
2025
Q1 | $667K | Sell |
|
|||||
|
2024
Q4 | $710K | Sell |
|
|||||
|
2024
Q3 | $651K | Sell |
|
|||||
|
2024
Q2 | $963K | Sell |
|
|||||
|
2024
Q1 | $950K | Buy |
|
|||||
|
2023
Q4 | $897K | Sell |
|
|||||
|
2023
Q3 | $992K | Sell |
|
|||||
|
2023
Q2 | $1.1M | Buy |
|
|||||
|
2023
Q1 | $871K | Buy |
|
|||||
|
2022
Q4 | $484K | Buy |
|
|||||
|
2022
Q3 | $409K | Buy |
|
|||||
|
2022
Q2 | $309K | Sell |
|
|||||
|
2022
Q1 | $423K | Buy |
|
|||||
|
2021
Q4 | $390K | Sell |
|
|||||
|
2021
Q3 | $339K | Buy |
|
|||||
|
2021
Q2 | $328K | Buy |
|
|||||
|
2021
Q1 | $292K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $14K | Buy |
|
|||||
|
2019
Q4 | $19K | Hold |
|
|||||
|
2019
Q3 | $17K | Hold |
|
|||||
|
2019
Q2 | $16K | Hold |
|
|||||
|
2019
Q1 | $17K | Hold |
|
|||||
|
2018
Q4 | $16K | Hold |
|
|||||
|
2018
Q3 | $19K | Hold |
|
|||||
|
2018
Q2 | $20K | Buy |
|
|||||
|
2018
Q1 | $18K | Sell |
|
|||||
|
2017
Q4 | $19K | Buy |
|
|||||
|
2017
Q3 | $15K | Buy |
|