AWS
AJ Wealth Strategies’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.02M | Buy |
17,977
+252
| +1% | +$14.3K | 0.05% | 128 |
|
|
2023
Q1 | $928K | Sell |
17,725
-725
| -4% | -$38K | 0.05% | 127 |
|
|
2022
Q4 | $1.54M | Buy |
18,450
+13
| +0.1% | +$1.08K | 0.08% | 102 |
|
|
2022
Q3 | $1.33M | Sell |
18,437
-10,937
| -37% | -$786K | 0.08% | 109 |
|
|
2022
Q2 | $1.86M | Buy |
29,374
+14
| +0% | +$885 | 0.1% | 93 |
|
|
2022
Q1 | $2.48M | Buy |
29,360
+12
| +0% | +$1.01K | 0.12% | 89 |
|
|
2021
Q4 | $2.47M | Buy |
29,348
+12
| +0% | +$1.01K | 0.12% | 76 |
|
|
2021
Q3 | $2.14M | Sell |
29,336
-113
| -0.4% | -$8.23K | 0.12% | 78 |
|
|
2021
Q2 | $2.14M | Sell |
29,449
-113
| -0.4% | -$8.23K | 0.13% | 79 |
|
|
2021
Q1 | $1.93M | Buy |
29,562
+14
| +0% | +$913 | 0.14% | 74 |
|
|
2020
Q4 | $1.57M | Buy |
29,548
+5,000
| +20% | +$265K | 0.14% | 74 |
|
|
2020
Q3 | $889K | Sell |
24,548
-255
| -1% | -$9.24K | 0.09% | 97 |
|
|
2020
Q2 | $837K | Hold |
24,803
| – | – | 0.09% | 95 |
|
|
2020
Q1 | $834K | Buy |
+24,803
| New | +$834K | 0.11% | 60 |
|