Chemistry 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 | $3.05M | Sell |
33,416
-206
| -0.6% | -$18.8K | 0.65% | 27 |
|
|
2025
Q1 | $2.63M | Sell |
33,622
-373
| -1% | -$29.2K | 0.61% | 27 |
|
|
2024
Q4 | $2.52M | Buy |
33,995
+844
| +3% | +$62.5K | 0.59% | 27 |
|
|
2024
Q3 | $2.15M | Buy |
33,151
+115
| +0.3% | +$7.45K | 0.51% | 34 |
|
|
2024
Q2 | $2.43M | Buy |
33,036
+721
| +2% | +$53.1K | 0.63% | 30 |
|
|
2024
Q1 | $2.34M | Buy |
32,315
+4,634
| +17% | +$335K | 0.63% | 29 |
|
|
2023
Q4 | $1.9M | Sell |
27,681
-2,197
| -7% | -$151K | 0.58% | 33 |
|
|
2023
Q3 | $1.64M | Sell |
29,878
-34
| -0.1% | -$1.87K | 0.54% | 30 |
|
|
2023
Q2 | $1.7M | Buy |
29,912
+3,875
| +15% | +$220K | 0.55% | 33 |
|
|
2023
Q1 | $1.36M | Buy |
26,037
+2,695
| +12% | +$141K | 0.47% | 39 |
|
|
2022
Q4 | $1.94M | Buy |
23,342
+7,473
| +47% | +$622K | 0.76% | 26 |
|
|
2022
Q3 | $1.14M | Buy |
15,869
+5,880
| +59% | +$423K | 0.45% | 41 |
|
|
2022
Q2 | $631K | Buy |
9,989
+445
| +5% | +$28.1K | 0.24% | 75 |
|
|
2022
Q1 | $805K | Buy |
+9,544
| New | +$805K | 0.28% | 59 |
|