Aviso 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 | $1.83M | Buy |
20,099
+1,246
| +7% | +$114K | 0.86% | 29 |
|
|
2025
Q1 | $1.48M | Buy |
18,853
+5,263
| +39% | +$412K | 0.78% | 35 |
|
|
2024
Q4 | $1.01M | Sell |
13,590
-1,054
| -7% | -$78K | 0.51% | 52 |
|
|
2024
Q3 | $949K | Sell |
14,644
-1,075
| -7% | -$69.7K | 0.51% | 49 |
|
|
2024
Q2 | $1.16M | Sell |
15,719
-1,230
| -7% | -$90.6K | 0.69% | 39 |
|
|
2024
Q1 | $1.23M | Hold |
16,949
| – | – | 0.77% | 32 |
|
|
2023
Q4 | $1.17M | Buy |
+16,949
| New | +$1.17M | 0.85% | 27 |
|