Balboa Wealth Partners’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
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|
2025
Q1 | $834K | Buy |
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|
2024
Q4 | $601K | Sell |
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|
2024
Q3 | $843K | Sell |
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|
2024
Q2 | $982K | Sell |
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|
2024
Q1 | $1.35M | Buy |
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|
2023
Q4 | $1.28M | Buy |
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|
2023
Q3 | $862K | Buy |
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|
2023
Q2 | $573K | Sell |
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|
2023
Q1 | $1.1M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.25M | Buy |
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