Bernardo Wealth Planning’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 | $261K | Buy |
2,866
+98
| +4% | +$8.93K | 0.06% | 100 |
|
|
2025
Q1 | $217K | Buy |
2,768
+16
| +0.6% | +$1.25K | 0.05% | 107 |
|
|
2024
Q4 | $200K | Sell |
2,752
-46
| -2% | -$3.35K | 0.05% | 108 |
|
|
2024
Q3 | $201K | Sell |
2,798
-3
| -0.1% | -$216 | 0.05% | 111 |
|
|
2024
Q2 | $206K | Hold |
2,801
| – | – | 0.06% | 98 |
|
|
2024
Q1 | $203K | Buy |
+2,801
| New | +$203K | 0.06% | 102 |
|