Centurion 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 | $575K | Sell |
6,300
-359
| -5% | -$32.8K | 0.16% | 105 |
|
|
2025
Q1 | $493K | Hold |
6,659
| – | – | 0.15% | 107 |
|
|
2024
Q4 | $493K | Sell |
6,659
-466
| -7% | -$34.5K | 0.15% | 107 |
|
|
2024
Q3 | $462K | Buy |
+7,125
| New | +$462K | 0.15% | 108 |
|
|
2024
Q1 | $446K | Sell |
6,171
-791
| -11% | -$57.2K | 0.18% | 92 |
|
|
2023
Q4 | $479K | Buy |
6,962
+581
| +9% | +$40K | 0.2% | 84 |
|
|
2023
Q3 | $350K | Buy |
6,381
+692
| +12% | +$38K | 0.17% | 95 |
|
|
2023
Q2 | $322K | Buy |
5,689
+207
| +4% | +$11.7K | 0.16% | 104 |
|
|
2023
Q1 | $287K | Sell |
5,482
-76
| -1% | -$3.98K | 0.15% | 105 |
|
|
2022
Q4 | $463K | Buy |
+5,558
| New | +$463K | 0.26% | 76 |
|