Caliber Wealth Management (Utah)’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.03M | Buy |
41,818
+377
| +0.9% | +$27.3K | 1.61% | 22 |
|
|
2023
Q4 | $2.85M | Buy |
41,441
+1,108
| +3% | +$76.2K | 1.68% | 21 |
|
|
2023
Q3 | $2.21M | Buy |
40,333
+1,448
| +4% | +$79.5K | 1.49% | 27 |
|
|
2023
Q2 | $2.2M | Buy |
38,885
+30,026
| +339% | +$1.7M | 1.48% | 24 |
|
|
2023
Q1 | $464K | Sell |
8,859
-11,106
| -56% | -$582K | 0.35% | 51 |
|
|
2022
Q4 | $1.66M | Buy |
+19,965
| New | +$1.66M | 1.27% | 32 |
|