Accurate 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 | $515K | Buy |
5,538
+2,075
| +60% | +$193K | 0.08% | 260 |
|
|
2025
Q1 | $267K | Buy |
3,463
+24
| +0.7% | +$1.85K | 0.05% | 315 |
|
|
2024
Q4 | $250K | Buy |
3,439
+28
| +0.8% | +$2.04K | 0.05% | 325 |
|
|
2024
Q3 | $245K | Buy |
3,411
+147
| +5% | +$10.6K | 0.05% | 321 |
|
|
2024
Q2 | $245K | Buy |
3,264
+175
| +6% | +$13.1K | 0.06% | 276 |
|
|
2024
Q1 | $227K | Sell |
3,089
-1,255
| -29% | -$92.1K | 0.07% | 259 |
|
|
2023
Q4 | $283K | Sell |
4,344
-178
| -4% | -$11.6K | 0.09% | 208 |
|
|
2023
Q3 | $243K | Buy |
4,522
+234
| +5% | +$12.6K | 0.08% | 223 |
|
|
2023
Q2 | $251K | Buy |
+4,288
| New | +$251K | 0.08% | 225 |
|
|
2023
Q1 | – | Sell |
-1,173
| Closed | -$100K | – | 1196 |
|
|
2022
Q4 | $100K | Buy |
+1,173
| New | +$100K | 0.04% | 312 |
|