Conscious Wealth Investments’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 | $4.38M | Buy |
44,697
+46
| +0.1% | +$4.5K | 2.8% | 10 |
|
|
2025
Q1 | $3.77M | Buy |
44,651
+288
| +0.6% | +$24.3K | 2.62% | 14 |
|
|
2024
Q4 | $3.39M | Buy |
44,363
+393
| +0.9% | +$30K | 2.3% | 19 |
|
|
2024
Q3 | $3.15M | Buy |
43,970
+222
| +0.5% | +$15.9K | 2.17% | 21 |
|
|
2024
Q2 | $2.85M | Buy |
43,748
+95
| +0.2% | +$6.19K | 2.05% | 27 |
|
|
2024
Q1 | $3.19M | Buy |
43,653
+2,417
| +6% | +$177K | 2.42% | 14 |
|
|
2023
Q4 | $2.63M | Buy |
+41,236
| New | +$2.63M | 2.09% | 26 |
|