Wealthspire Advisors (New York)’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
Q2 | $8.02M | Sell |
|
|||||
|
2025
Q1 | $6.94M | Buy |
|
|||||
|
2024
Q4 | $3.35M | Buy |
|
|||||
|
2024
Q3 | $2.86M | Buy |
|
|||||
|
2024
Q2 | $2.89M | Sell |
|
|||||
|
2024
Q1 | $2.84M | Buy |
|
|||||
|
2023
Q4 | $2.69M | Buy |
|
|||||
|
2023
Q3 | $2.1M | Sell |
|
|||||
|
2023
Q2 | $2.88M | Buy |
|
|||||
|
2023
Q1 | $2.66M | Sell |
|
|||||
|
2022
Q4 | $4.31M | Buy |
|
|||||
|
2022
Q3 | $2.3M | Buy |
|
|||||
|
2022
Q2 | $1.99M | Buy |
|
|||||
|
2022
Q1 | $537K | Sell |
|
|||||
|
2021
Q4 | $824K | Sell |
|
|||||
|
2021
Q3 | $736K | Buy |
|
|||||
|
2021
Q2 | $475K | Sell |
|
|||||
|
2021
Q1 | $1.06M | Buy |
|
|||||
|
2020
Q4 | $632K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $200K | Sell |
|
|||||
|
2020
Q1 | $479K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $75K | Buy |
|