Avondale 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 | $785K | Hold |
8,600
| – | – | 0.44% | 27 |
|
|
2025
Q1 | $673K | Hold |
8,600
| – | – | 0.42% | 33 |
|
|
2024
Q4 | $636K | Sell |
8,600
-3,100
| -26% | -$229K | 0.41% | 29 |
|
|
2024
Q3 | $758K | Buy |
11,700
+1,800
| +18% | +$117K | 0.49% | 26 |
|
|
2024
Q2 | $730K | Sell |
9,900
-6,400
| -39% | -$472K | 0.5% | 23 |
|
|
2024
Q1 | $1.18M | Hold |
16,300
| – | – | 0.83% | 20 |
|
|
2023
Q4 | $1.12M | Sell |
16,300
-200
| -1% | -$13.8K | 0.9% | 17 |
|
|
2023
Q3 | $906K | Sell |
16,500
-1,000
| -6% | -$54.9K | 0.79% | 18 |
|
|
2023
Q2 | $992K | Buy |
17,500
+8,500
| +94% | +$482K | 0.83% | 18 |
|
|
2023
Q1 | $471K | Buy |
+9,000
| New | +$471K | 0.41% | 29 |
|