Axxcess 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 | $1.35M | Sell |
14,833
-31
| -0.2% | -$2.83K | 0.03% | 355 |
|
|
2025
Q1 | $1.16M | Buy |
14,864
+1,659
| +13% | +$130K | 0.03% | 358 |
|
|
2024
Q4 | $977K | Buy |
13,205
+5,483
| +71% | +$406K | 0.02% | 405 |
|
|
2024
Q3 | $500K | Sell |
7,722
-3,991
| -34% | -$259K | 0.01% | 547 |
|
|
2024
Q2 | $863K | Buy |
11,713
+23
| +0.2% | +$1.7K | 0.02% | 406 |
|
|
2024
Q1 | $846K | Sell |
11,690
-4,477
| -28% | -$324K | 0.02% | 409 |
|
|
2023
Q4 | $1.11M | Sell |
16,167
-5,626
| -26% | -$387K | 0.03% | 332 |
|
|
2023
Q3 | $1.2M | Buy |
21,793
+13,329
| +157% | +$732K | 0.04% | 286 |
|
|
2023
Q2 | $480K | Buy |
8,464
+4,629
| +121% | +$262K | 0.03% | 356 |
|
|
2023
Q1 | $201K | Sell |
3,835
-5,243
| -58% | -$275K | 0.02% | 588 |
|
|
2022
Q4 | $756K | Sell |
9,078
-582
| -6% | -$48.5K | 0.06% | 274 |
|
|
2022
Q3 | $695K | Buy |
9,660
+5,096
| +112% | +$367K | 0.07% | 251 |
|
|
2022
Q2 | $288K | Buy |
4,564
+652
| +17% | +$41.1K | 0.03% | 401 |
|
|
2022
Q1 | $330K | Buy |
3,912
+650
| +20% | +$54.8K | 0.03% | 449 |
|
|
2021
Q4 | $274K | Buy |
+3,262
| New | +$274K | 0.02% | 499 |
|