WealthPLAN 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 | $415K | Sell |
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|
2025
Q2 | $399K | Buy |
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|
2025
Q1 | $338K | Buy |
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|
2024
Q4 | $300K | Sell |
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|
2024
Q3 | $397K | Sell |
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|
2024
Q2 | $619K | Buy |
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|
2024
Q1 | $539K | Sell |
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|
2023
Q4 | $1.92M | Buy |
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|
2023
Q3 | $1.46M | Buy |
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|
2023
Q2 | $1.07M | Buy |
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|
2023
Q1 | $851K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $279K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $86.8K | Buy |
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|
2016
Q3 | $232K | Sell |
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|
2016
Q2 | $203K | Buy |
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|
2015
Q4 | $261K | Buy |
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