Beaird Harris 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 | $29.1K | Buy |
319
+27
| +9% | +$2.46K | ﹤0.01% | 301 |
|
|
2025
Q1 | $22.9K | Hold |
292
| – | – | ﹤0.01% | 298 |
|
|
2024
Q4 | $21.6K | Hold |
292
| – | – | ﹤0.01% | 301 |
|
|
2024
Q3 | $18.9K | Hold |
292
| – | – | ﹤0.01% | 299 |
|
|
2024
Q2 | $21.5K | Hold |
292
| – | – | ﹤0.01% | 298 |
|
|
2024
Q1 | $21.1K | Sell |
292
-43
| -13% | -$3.11K | ﹤0.01% | 273 |
|
|
2023
Q4 | $23K | Buy |
335
+58
| +21% | +$3.99K | ﹤0.01% | 248 |
|
|
2023
Q3 | $15.2K | Hold |
277
| – | – | ﹤0.01% | 247 |
|
|
2023
Q2 | $15.7K | Hold |
277
| – | – | ﹤0.01% | 243 |
|
|
2023
Q1 | $14.5K | Buy |
+277
| New | +$14.5K | ﹤0.01% | 244 |
|
|
2022
Q2 | – | Sell |
-99
| Closed | -$8K | – | 567 |
|
|
2022
Q1 | $8K | Buy |
+99
| New | +$8K | ﹤0.01% | 370 |
|