Coastwise Capital Group’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 | $434K | Sell |
4,751
-292
| -6% | -$26.6K | 0.35% | 67 |
|
|
2025
Q1 | $395K | Sell |
5,043
-1,215
| -19% | -$95.1K | 0.33% | 73 |
|
|
2024
Q4 | $463K | Buy |
6,258
+208
| +3% | +$15.4K | 0.37% | 68 |
|
|
2024
Q3 | $392K | Buy |
6,050
+907
| +18% | +$58.8K | 0.32% | 78 |
|
|
2024
Q2 | $379K | Sell |
5,143
-1,196
| -19% | -$88.1K | 0.36% | 73 |
|
|
2024
Q1 | $459K | Buy |
6,339
+1,612
| +34% | +$117K | 0.43% | 68 |
|
|
2023
Q4 | $325K | Sell |
4,727
-587
| -11% | -$40.4K | 0.33% | 80 |
|
|
2023
Q3 | $292K | Sell |
5,314
-291
| -5% | -$16K | 0.33% | 83 |
|
|
2023
Q2 | $318K | Buy |
+5,605
| New | +$318K | 0.36% | 78 |
|