AWM
Activest Wealth Management’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.5K | Sell |
389
-16
| -4% | -$1.46K | 0.01% | 249 |
|
|
2025
Q1 | $31.7K | Buy |
405
+399
| +6,650% | +$31.2K | 0.01% | 232 |
|
|
2024
Q4 | $444 | Buy |
+6
| New | +$444 | ﹤0.01% | 545 |
|
|
2024
Q3 | – | Sell |
-71
| Closed | -$5.2K | – | 729 |
|
|
2024
Q2 | $5.2K | Buy |
71
+1
| +1% | +$73 | ﹤0.01% | 342 |
|
|
2024
Q1 | $5.1K | Hold |
70
| – | – | ﹤0.01% | 255 |
|
|
2023
Q4 | $4.83K | Buy |
+70
| New | +$4.83K | ﹤0.01% | 231 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 482 |
|