Congress 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 | $4.55M | Buy |
49,823
+29,466
| +145% | +$2.69M | 0.04% | 406 |
|
|
2025
Q1 | $1.6M | Buy |
20,357
+17,377
| +583% | +$1.36M | 0.02% | 539 |
|
|
2024
Q4 | $221K | Buy |
+2,980
| New | +$221K | ﹤0.01% | 834 |
|
|
2022
Q2 | – | Sell |
-131,503
| Closed | -$11.1M | – | 610 |
|
|
2022
Q1 | $11.1M | Buy |
131,503
+88
| +0.1% | +$7.42K | 0.24% | 111 |
|
|
2021
Q4 | $11.1M | Buy |
+131,415
| New | +$11.1M | 0.22% | 130 |
|