Angeles 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 | $804K | Buy |
8,809
+3,541
| +67% | +$323K | 0.06% | 128 |
|
|
2025
Q1 | $412K | Buy |
5,268
+74
| +1% | +$5.79K | 0.03% | 158 |
|
|
2024
Q4 | $384K | Buy |
+5,194
| New | +$384K | 0.03% | 168 |
|
|
2024
Q3 | – | Sell |
-2,814
| Closed | -$207K | – | 349 |
|
|
2024
Q2 | $207K | Sell |
2,814
-80
| -3% | -$5.9K | 0.02% | 224 |
|
|
2024
Q1 | $209K | Buy |
+2,894
| New | +$209K | 0.02% | 207 |
|
|
2023
Q1 | – | Sell |
-2,430
| Closed | -$202K | – | 222 |
|
|
2022
Q4 | $202K | Buy |
+2,430
| New | +$202K | 0.04% | 166 |
|