BSW Wealth Partners’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 | $495K | Buy |
5,425
+240
| +5% | +$21.9K | 0.07% | 165 |
|
|
2025
Q1 | $406K | Sell |
5,185
-1,216
| -19% | -$95.2K | 0.06% | 190 |
|
|
2024
Q4 | $474K | Buy |
6,401
+554
| +9% | +$41K | 0.07% | 170 |
|
|
2024
Q3 | $379K | Buy |
5,847
+1,344
| +30% | +$87.1K | 0.06% | 189 |
|
|
2024
Q2 | $332K | Sell |
4,503
-6
| -0.1% | -$442 | 0.05% | 192 |
|
|
2024
Q1 | $326K | Sell |
4,509
-204
| -4% | -$14.8K | 0.06% | 209 |
|
|
2023
Q4 | $324K | Buy |
4,713
+463
| +11% | +$31.9K | 0.06% | 191 |
|
|
2023
Q3 | $233K | Sell |
4,250
-797
| -16% | -$43.8K | 0.05% | 213 |
|
|
2023
Q2 | $286K | Buy |
5,047
+195
| +4% | +$11.1K | 0.06% | 194 |
|
|
2023
Q1 | $254K | Sell |
4,852
-1,525
| -24% | -$79.9K | 0.05% | 250 |
|
|
2022
Q4 | $531K | Sell |
6,377
-293
| -4% | -$24.4K | 0.11% | 128 |
|
|
2022
Q3 | $479K | Sell |
6,670
-162
| -2% | -$11.6K | 0.12% | 120 |
|
|
2022
Q2 | $432K | Buy |
6,832
+289
| +4% | +$18.3K | 0.1% | 136 |
|
|
2022
Q1 | $552K | Buy |
6,543
+202
| +3% | +$17K | 0.14% | 111 |
|
|
2021
Q4 | $533K | Buy |
6,341
+241
| +4% | +$20.3K | 0.13% | 113 |
|
|
2021
Q3 | $444K | Buy |
6,100
+926
| +18% | +$67.4K | 0.12% | 115 |
|
|
2021
Q2 | $377K | Buy |
5,174
+930
| +22% | +$67.8K | 0.1% | 135 |
|
|
2021
Q1 | $277K | Buy |
+4,244
| New | +$277K | 0.08% | 153 |
|