Cherry Tree 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 | $6.41K | Sell |
70
-17
| -20% | -$1.56K | ﹤0.01% | 453 |
|
|
2025
Q1 | $6.83K | Hold |
87
| – | – | ﹤0.01% | 487 |
|
|
2024
Q4 | $6.46K | Hold |
87
| – | – | ﹤0.01% | 458 |
|
|
2024
Q3 | $5.65K | Hold |
87
| – | – | ﹤0.01% | 469 |
|
|
2024
Q2 | $6.43K | Hold |
87
| – | – | ﹤0.01% | 444 |
|
|
2024
Q1 | $6.31K | Hold |
87
| – | – | ﹤0.01% | 420 |
|
|
2023
Q4 | $6K | Hold |
87
| – | – | ﹤0.01% | 412 |
|
|
2023
Q3 | $4.79K | Hold |
87
| – | – | ﹤0.01% | 407 |
|
|
2023
Q2 | $4.94K | Buy |
+87
| New | +$4.94K | ﹤0.01% | 399 |
|