Blue Bell Private 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 | $12.5K | Buy |
137
+94
| +219% | +$8.56K | ﹤0.01% | 511 |
|
|
2025
Q1 | $3.34K | Hold |
43
| – | – | ﹤0.01% | 603 |
|
|
2024
Q4 | $3.15K | Buy |
43
+23
| +115% | +$1.69K | ﹤0.01% | 573 |
|
|
2024
Q3 | $1.33K | Sell |
20
-249
| -93% | -$16.5K | ﹤0.01% | 632 |
|
|
2024
Q2 | $19.9K | Hold |
269
| – | – | ﹤0.01% | 464 |
|
|
2024
Q1 | $19.5K | Buy |
269
+3
| +1% | +$217 | ﹤0.01% | 464 |
|
|
2023
Q4 | $18.3K | Buy |
266
+200
| +303% | +$13.8K | ﹤0.01% | 439 |
|
|
2023
Q3 | $3.63K | Hold |
66
| – | – | ﹤0.01% | 529 |
|
|
2023
Q2 | $3.75K | Buy |
66
+10
| +18% | +$568 | ﹤0.01% | 531 |
|
|
2023
Q1 | $2.93K | Buy |
56
+10
| +22% | +$524 | ﹤0.01% | 516 |
|
|
2022
Q4 | $3.83K | Hold |
46
| – | – | ﹤0.01% | 498 |
|
|
2022
Q3 | $3K | Hold |
46
| – | – | ﹤0.01% | 558 |
|
|
2022
Q2 | $3K | Hold |
46
| – | – | ﹤0.01% | 598 |
|
|
2022
Q1 | $4K | Hold |
46
| – | – | ﹤0.01% | 593 |
|
|
2021
Q4 | $4K | Buy |
+46
| New | +$4K | ﹤0.01% | 571 |
|