Baldwin Wealth Partners’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 | $8.99M | Sell |
98,509
-3,359
| -3% | -$306K | 0.61% | 48 |
|
|
2025
Q1 | $7.97M | Sell |
101,868
-1,970
| -2% | -$154K | 0.56% | 52 |
|
|
2024
Q4 | $7.69M | Sell |
103,838
-9,394
| -8% | -$695K | 0.53% | 52 |
|
|
2024
Q3 | $7.34M | Sell |
113,232
-8,228
| -7% | -$533K | 0.5% | 51 |
|
|
2024
Q2 | $8.95M | Sell |
121,460
-3,518
| -3% | -$259K | 0.7% | 41 |
|
|
2024
Q1 | $9.04M | Sell |
124,978
-3,875
| -3% | -$280K | 0.68% | 47 |
|
|
2023
Q4 | $8.87M | Sell |
128,853
-2,909
| -2% | -$200K | 0.7% | 48 |
|
|
2023
Q3 | $7.23M | Buy |
131,762
+1,246
| +1% | +$68.4K | 0.62% | 49 |
|
|
2023
Q2 | $7.4M | Sell |
130,516
-3,103
| -2% | -$176K | 0.61% | 50 |
|
|
2023
Q1 | $7M | Sell |
133,619
-86
| -0.1% | -$4.51K | 0.61% | 52 |
|
|
2022
Q4 | $11.1M | Buy |
+133,705
| New | +$11.1M | 1.01% | 35 |
|
|
2017
Q1 | – | Sell |
-74
| Closed | -$3K | – | 536 |
|
|
2016
Q4 | $3K | Hold |
74
| – | – | ﹤0.01% | 482 |
|
|
2016
Q3 | $2K | Hold |
74
| – | – | ﹤0.01% | 511 |
|
|
2016
Q2 | $2K | Buy |
+74
| New | +$2K | ﹤0.01% | 438 |
|