Baron 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 | $360K | Buy |
3,951
+310
| +9% | +$28.3K | 0.13% | 124 |
|
|
2025
Q1 | $285K | Buy |
+3,641
| New | +$285K | 0.13% | 139 |
|
|
2024
Q4 | – | Sell |
-4,079
| Closed | -$264K | – | 218 |
|
|
2024
Q3 | $264K | Sell |
4,079
-540
| -12% | -$35K | 0.13% | 142 |
|
|
2024
Q2 | $340K | Sell |
4,619
-2,012
| -30% | -$148K | 0.18% | 92 |
|
|
2024
Q1 | $480K | Sell |
6,631
-12
| -0.2% | -$868 | 0.25% | 62 |
|
|
2023
Q4 | $457K | Buy |
6,643
+401
| +6% | +$27.6K | 0.25% | 59 |
|
|
2023
Q3 | $343K | Buy |
6,242
+118
| +2% | +$6.48K | 0.22% | 77 |
|
|
2023
Q2 | $347K | Buy |
+6,124
| New | +$347K | 0.22% | 76 |
|
|
2023
Q1 | – | Sell |
-3,651
| Closed | -$304K | – | 146 |
|
|
2022
Q4 | $304K | Buy |
+3,651
| New | +$304K | 0.23% | 74 |
|