Westover Capital 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 | $855K | Sell |
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|
2025
Q1 | $738K | Buy |
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|
2024
Q4 | $697K | Sell |
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|
2024
Q3 | $1.18M | Sell |
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|
2024
Q2 | $5.2M | Sell |
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|
2024
Q1 | $5.36M | Sell |
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|
2023
Q4 | $5.93M | Sell |
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|
2023
Q3 | $4.87M | Sell |
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|
2023
Q2 | $5.14M | Buy |
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|
2023
Q1 | $3.03M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $214K | Sell |
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|
2018
Q2 | $706K | Buy |
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