Aberdeen 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 | $383K | Buy |
4,198
+1
| +0% | +$91 | 0.25% | 101 |
|
|
2025
Q1 | $329K | Buy |
4,197
+2
| +0% | +$157 | 0.23% | 109 |
|
|
2024
Q4 | $311K | Sell |
4,195
-49
| -1% | -$3.63K | 0.21% | 111 |
|
|
2024
Q3 | $275K | Buy |
4,244
+426
| +11% | +$27.6K | 0.18% | 128 |
|
|
2024
Q2 | $281K | Sell |
3,818
-1,499
| -28% | -$110K | 0.19% | 122 |
|
|
2024
Q1 | $385K | Sell |
5,317
-148
| -3% | -$10.7K | 0.22% | 110 |
|
|
2023
Q4 | $376K | Buy |
5,465
+1
| +0% | +$69 | 0.27% | 104 |
|
|
2023
Q3 | $300K | Buy |
5,464
+2
| +0% | +$110 | 0.23% | 114 |
|
|
2023
Q2 | $310K | Buy |
5,462
+51
| +0.9% | +$2.89K | 0.22% | 111 |
|
|
2023
Q1 | $283K | Buy |
5,411
+1
| +0% | +$52 | 0.21% | 116 |
|
|
2022
Q4 | $450K | Buy |
5,410
+1
| +0% | +$83 | 0.34% | 84 |
|
|
2022
Q3 | $389K | Buy |
5,409
+1
| +0% | +$72 | 0.34% | 81 |
|
|
2022
Q2 | $342K | Buy |
5,408
+1
| +0% | +$63 | 0.27% | 99 |
|
|
2022
Q1 | $456K | Buy |
5,407
+176
| +3% | +$14.8K | 0.31% | 88 |
|
|
2021
Q4 | $440K | Buy |
5,231
+251
| +5% | +$21.1K | 0.29% | 92 |
|
|
2021
Q3 | $363K | Sell |
4,980
-100
| -2% | -$7.29K | 0.35% | 95 |
|
|
2021
Q2 | $370K | Buy |
5,080
+1
| +0% | +$73 | 0.34% | 93 |
|
|
2021
Q1 | $331K | Sell |
5,079
-148
| -3% | -$9.65K | 0.26% | 108 |
|
|
2020
Q4 | $277K | Buy |
+5,227
| New | +$277K | 0.21% | 116 |
|
|
2020
Q1 | – | Sell |
-4,838
| Closed | -$230K | – | 138 |
|
|
2019
Q4 | $230K | Buy |
+4,838
| New | +$230K | 0.17% | 129 |
|