BHPW
Beverly Hills Private Wealth’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.35M | Buy |
102,503
+8,560
| +9% | +$781K | 1.75% | 11 |
|
|
2025
Q1 | $7.35M | Buy |
93,943
+8,633
| +10% | +$676K | 1.45% | 11 |
|
|
2024
Q4 | $6.31M | Buy |
85,310
+5,793
| +7% | +$429K | 1.28% | 14 |
|
|
2024
Q3 | $5.15M | Buy |
79,517
+7,097
| +10% | +$460K | 1.04% | 17 |
|
|
2024
Q2 | $5.34M | Buy |
72,420
+3,325
| +5% | +$245K | 1.16% | 13 |
|
|
2024
Q1 | $5M | Buy |
69,095
+1,168
| +2% | +$84.5K | 1.15% | 15 |
|
|
2023
Q4 | $4.67M | Sell |
67,927
-1,830
| -3% | -$126K | 1.22% | 14 |
|
|
2023
Q3 | $3.83M | Sell |
69,757
-69,364
| -50% | -$3.81M | 1.14% | 19 |
|
|
2023
Q2 | $9.03M | Buy |
139,121
+88,450
| +175% | +$5.74M | 1.48% | 10 |
|
|
2023
Q1 | $2.65M | Buy |
50,671
+25,672
| +103% | +$1.34M | 0.82% | 33 |
|
|
2022
Q4 | $2.08M | Buy |
+24,999
| New | +$2.08M | 0.91% | 31 |
|