West Paces 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
Q2 | – | Sell |
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|
2025
Q1 | $51.3K | Hold |
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|
2024
Q4 | $48.5K | Hold |
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|
2024
Q3 | $42.5K | Sell |
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|
2024
Q2 | $69.3K | Sell |
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|
2024
Q1 | $69.6K | Sell |
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|
2023
Q4 | $69.6K | Buy |
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|
2023
Q3 | $54.1K | Hold |
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|
2023
Q2 | $55.8K | Buy |
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|
2023
Q1 | $50.8K | Sell |
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|
2022
Q4 | $83.6K | Sell |
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|
2022
Q3 | $90.4K | Sell |
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|
2022
Q2 | $80.2K | Sell |
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|
2022
Q1 | $110K | Buy |
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|
2021
Q4 | $105K | Buy |
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|
2021
Q3 | $49.9K | Hold |
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|
2021
Q2 | $49.9K | Buy |
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|
2021
Q1 | $25K | Buy |
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|
2020
Q4 | $13K | Hold |
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|
2020
Q3 | $8.88K | Hold |
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|
2020
Q2 | $8.27K | Sell |
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|
2020
Q1 | $9.01K | Sell |
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|
2019
Q4 | $30.1K | Hold |
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|
2019
Q3 | $26.5K | Buy |
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|
2019
Q2 | $17.6K | Hold |
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|
2019
Q1 | $18.7K | Hold |
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|
2018
Q4 | $18.2K | Hold |
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|
2018
Q3 | $21.5K | Hold |
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|
2018
Q2 | $22.4K | Buy |
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|
2018
Q1 | $21.7K | Hold |
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|
2017
Q4 | $21.3K | Hold |
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|
2017
Q3 | $18.2K | Hold |
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|
2017
Q2 | $17.8K | Sell |
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|
2017
Q1 | $32.4K | Sell |
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|
2016
Q4 | $56.2K | Buy |
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