Wealthfront’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.7M | Sell |
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|
2018
Q2 | $2.11M | Sell |
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|
2018
Q1 | $2.22M | Buy |
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|
2017
Q4 | $2.12M | Buy |
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|
2017
Q3 | $1.79M | Buy |
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|
2017
Q2 | $1.4M | Buy |
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|
2017
Q1 | $1.27M | Buy |
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|
2016
Q4 | $1.14M | Buy |
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|
2016
Q3 | $851K | Buy |
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|
2016
Q2 | $522K | Buy |
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|
2016
Q1 | $503K | Buy |
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|
2015
Q4 | $486K | Buy |
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|
2015
Q3 | $305K | Buy |
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|
2015
Q2 | $241K | Buy |
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|
2015
Q1 | $197K | Buy |
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|
2014
Q4 | $196K | Sell |
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|
2014
Q3 | $230K | Buy |
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|
2014
Q2 | $142K | Buy |
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|
2014
Q1 | $71K | Buy |
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