CreativeOne Wealth’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 | $752K | Buy |
8,244
+2,012
| +32% | +$184K | 0.02% | 623 |
|
|
2025
Q1 | $488K | Buy |
6,232
+673
| +12% | +$52.7K | 0.01% | 695 |
|
|
2024
Q4 | $411K | Buy |
+5,559
| New | +$411K | 0.01% | 757 |
|
|
2023
Q2 | – | Sell |
-22,964
| Closed | -$1.2M | – | 884 |
|
|
2023
Q1 | $1.2M | Buy |
22,964
+6,349
| +38% | +$333K | 0.06% | 272 |
|
|
2022
Q4 | $1.38M | Sell |
16,615
-374
| -2% | -$31.2K | 0.08% | 230 |
|
|
2022
Q3 | $1.22M | Buy |
16,989
+981
| +6% | +$70.5K | 0.07% | 232 |
|
|
2022
Q2 | $1.01M | Sell |
16,008
-6,044
| -27% | -$382K | 0.05% | 257 |
|
|
2022
Q1 | $1.86M | Buy |
+22,052
| New | +$1.86M | 0.1% | 175 |
|