Cornerstone 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 | $589K | Sell |
6,453
-98
| -1% | -$8.94K | 0.04% | 358 |
|
|
2025
Q1 | $513K | Buy |
6,551
+132
| +2% | +$10.3K | 0.03% | 360 |
|
|
2024
Q4 | $475K | Sell |
6,419
-552
| -8% | -$40.9K | 0.03% | 364 |
|
|
2024
Q3 | $452K | Sell |
6,971
-45
| -0.6% | -$2.92K | 0.03% | 376 |
|
|
2024
Q2 | $517K | Sell |
7,016
-440
| -6% | -$32.4K | 0.04% | 325 |
|
|
2024
Q1 | $539K | Buy |
7,456
+877
| +13% | +$63.4K | 0.04% | 320 |
|
|
2023
Q4 | $453K | Buy |
6,579
+814
| +14% | +$56K | 0.04% | 335 |
|
|
2023
Q3 | $317K | Buy |
5,765
+1,040
| +22% | +$57.1K | 0.03% | 411 |
|
|
2023
Q2 | $268K | Buy |
+4,725
| New | +$268K | 0.02% | 425 |
|
|
2018
Q4 | – | Sell |
-72,301
| Closed | -$1.59M | – | 985 |
|
|
2018
Q3 | $1.59M | Sell |
72,301
-21,149
| -23% | -$466K | 0.02% | 572 |
|
|
2018
Q2 | $1.82M | Buy |
+93,450
| New | +$1.82M | 0.02% | 577 |
|