Zeke 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $818K | Buy |
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|
2022
Q3 | $546K | Sell |
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|
2022
Q2 | $487K | Buy |
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|
2022
Q1 | $633K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.04M | Sell |
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|
2019
Q3 | $923K | Sell |
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|
2019
Q2 | $1.01M | Sell |
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|
2019
Q1 | $1.11M | Buy |
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|
2018
Q4 | $1.06M | Buy |
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|
2018
Q3 | $1.17M | Hold |
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|
2018
Q2 | $1.21M | Sell |
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|
2018
Q1 | $1.68M | Buy |
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|
2017
Q4 | $1.13M | Buy |
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|
2017
Q3 | $915K | Buy |
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|
2017
Q2 | $419K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $226K | Buy |
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