Correct Capital 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 | $3.23M | Buy |
35,352
+1,904
| +6% | +$174K | 0.47% | 20 |
|
|
2025
Q1 | $2.62M | Buy |
33,448
+2,269
| +7% | +$178K | 0.42% | 20 |
|
|
2024
Q4 | $2.31M | Buy |
31,179
+733
| +2% | +$54.3K | 0.46% | 21 |
|
|
2024
Q3 | $1.97M | Buy |
30,446
+1,313
| +5% | +$85.1K | 0.44% | 27 |
|
|
2024
Q2 | $2.15M | Buy |
29,133
+3,134
| +12% | +$231K | 0.5% | 21 |
|
|
2024
Q1 | $1.88M | Buy |
25,999
+4,722
| +22% | +$342K | 0.43% | 28 |
|
|
2023
Q4 | $1.46M | Buy |
+21,277
| New | +$1.46M | 0.37% | 29 |
|