Wedmont Private Capital’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 | $1.65M | Buy |
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|
2025
Q2 | $1.56M | Buy |
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|
2025
Q1 | $1.25M | Buy |
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|
2024
Q4 | $1.06M | Buy |
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|
2024
Q3 | $824K | Sell |
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|
2024
Q2 | $1.06M | Buy |
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|
2024
Q1 | $949K | Buy |
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|
2023
Q4 | $793K | Buy |
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|
2023
Q3 | $573K | Buy |
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|
2023
Q2 | $618K | Sell |
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|
2023
Q1 | $1.33M | Buy |
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|
2022
Q4 | $675K | Buy |
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|
2022
Q3 | $543K | Buy |
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|
2022
Q2 | $324K | Buy |
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|
2022
Q1 | $368K | Buy |
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|
2021
Q4 | $279K | Buy |
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