BigSur 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 | $912K | Hold |
10,000
| – | – | 0.23% | 87 |
|
|
2025
Q1 | $783K | Hold |
10,000
| – | – | 0.21% | 94 |
|
|
2024
Q4 | $740K | Hold |
10,000
| – | – | 0.21% | 94 |
|
|
2024
Q3 | $648K | Hold |
10,000
| – | – | 0.18% | 104 |
|
|
2024
Q2 | $737K | Hold |
10,000
| – | – | 0.23% | 94 |
|
|
2024
Q1 | $723K | Buy |
+10,000
| New | +$723K | 0.23% | 93 |
|