BlackDiamond 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 | $298K | Buy |
3,268
+458
| +16% | +$41.8K | 0.17% | 116 |
|
|
2025
Q1 | $237K | Sell |
2,810
-1,098
| -28% | -$92.7K | 0.16% | 128 |
|
|
2024
Q4 | $289K | Sell |
3,908
-2
| -0.1% | -$148 | 0.17% | 118 |
|
|
2024
Q3 | $306K | Buy |
3,910
+24
| +0.6% | +$1.88K | 0.18% | 120 |
|
|
2024
Q2 | $244K | Buy |
3,886
+195
| +5% | +$12.2K | 0.16% | 123 |
|
|
2024
Q1 | $267K | Sell |
3,691
-509
| -12% | -$36.8K | 0.19% | 120 |
|
|
2023
Q4 | $262K | Sell |
4,200
-154
| -4% | -$9.61K | 0.19% | 115 |
|
|
2023
Q3 | $221K | Sell |
4,354
-48
| -1% | -$2.44K | 0.2% | 115 |
|
|
2023
Q2 | $288K | Buy |
+4,402
| New | +$288K | 0.24% | 97 |
|