Daymark Wealth Partners’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 | $4.56M | Buy |
50,017
+313
| +0.6% | +$28.6K | 0.17% | 106 |
|
|
2025
Q1 | $3.89M | Sell |
49,704
-279
| -0.6% | -$21.8K | 0.17% | 112 |
|
|
2024
Q4 | $3.7M | Sell |
49,983
-1,344
| -3% | -$99.5K | 0.16% | 114 |
|
|
2024
Q3 | $3.33M | Buy |
51,327
+374
| +0.7% | +$24.2K | 0.14% | 126 |
|
|
2024
Q2 | $3.75M | Buy |
+50,953
| New | +$3.75M | 0.17% | 108 |
|
|
2023
Q3 | – | Sell |
-186,552
| Closed | -$10.6M | – | 402 |
|
|
2023
Q2 | $10.6M | Buy |
186,552
+6,299
| +3% | +$357K | 0.79% | 34 |
|
|
2023
Q1 | $9.44M | Buy |
+180,253
| New | +$9.44M | 1.25% | 18 |
|