44 Wealth Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
+11,041
| New | +$1.01M | 0.36% | 94 |
|
|
2023
Q1 | – | Sell |
-5,471
| Closed | -$456K | – | 182 |
|
|
2022
Q4 | $456K | Sell |
5,471
-1,392
| -20% | -$116K | 0.16% | 111 |
|
|
2022
Q3 | $493K | Sell |
6,863
-1,719
| -20% | -$123K | 0.2% | 103 |
|
|
2022
Q2 | $542K | Buy |
8,582
+28
| +0.3% | +$1.77K | 0.21% | 98 |
|
|
2022
Q1 | $721K | Sell |
8,554
-49
| -0.6% | -$4.13K | 0.26% | 91 |
|
|
2021
Q4 | $724K | Sell |
8,603
-100
| -1% | -$8.42K | 0.25% | 88 |
|
|
2021
Q3 | $634K | Sell |
8,703
-52
| -0.6% | -$3.79K | 0.24% | 90 |
|
|
2021
Q2 | $637K | Sell |
8,755
-4,760
| -35% | -$346K | 0.25% | 92 |
|
|
2021
Q1 | $881K | Sell |
13,515
-18
| -0.1% | -$1.17K | 0.37% | 65 |
|
|
2020
Q4 | $718K | Buy |
+13,533
| New | +$718K | 0.33% | 70 |
|