Abound 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 | $24.1K | Buy |
265
+32
| +14% | +$2.92K | 0.01% | 300 |
|
|
2025
Q1 | $18.2K | Sell |
233
-51
| -18% | -$3.99K | 0.01% | 312 |
|
|
2024
Q4 | $21K | Sell |
284
-8
| -3% | -$592 | 0.01% | 275 |
|
|
2024
Q3 | $18.9K | Buy |
292
+34
| +13% | +$2.2K | 0.01% | 307 |
|
|
2024
Q2 | $19K | Sell |
258
-14
| -5% | -$1.03K | 0.01% | 257 |
|
|
2024
Q1 | $19.7K | Sell |
272
-2
| -0.7% | -$145 | 0.01% | 257 |
|
|
2023
Q4 | $18.9K | Sell |
274
-296
| -52% | -$20.4K | 0.01% | 273 |
|
|
2023
Q3 | $31.3K | Buy |
570
+39
| +7% | +$2.14K | 0.01% | 173 |
|
|
2023
Q2 | $30.1K | Buy |
531
+51
| +11% | +$2.89K | 0.01% | 175 |
|
|
2023
Q1 | $25.1K | Buy |
480
+35
| +8% | +$1.83K | 0.01% | 179 |
|
|
2022
Q4 | $37.1K | Sell |
445
-94
| -17% | -$7.83K | 0.02% | 140 |
|
|
2022
Q3 | $38.7K | Buy |
+539
| New | +$38.7K | 0.02% | 136 |
|