West Financial Advisors’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 | $1.2M | Hold |
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|
2025
Q2 | $1.15M | Hold |
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|
2025
Q1 | $986K | Hold |
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|
2024
Q4 | $933K | Hold |
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|
2024
Q3 | $817K | Hold |
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|
2024
Q2 | $928K | Hold |
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|
2024
Q1 | $911K | Hold |
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|
2023
Q4 | $867K | Hold |
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|
2023
Q3 | $692K | Hold |
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|
2023
Q2 | $714K | Hold |
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|
2023
Q1 | $660K | Hold |
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|
2022
Q4 | $1.05M | Hold |
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|
2022
Q3 | $906K | Hold |
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|
2022
Q2 | $796K | Hold |
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|
2022
Q1 | $1.06M | Hold |
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|
2021
Q4 | $1.06M | Hold |
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|
2021
Q3 | $918K | Buy |
|