DPW
DiNuzzo Private Wealth’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.12K | Hold |
78
| – | – | ﹤0.01% | 309 |
|
|
2025
Q1 | $6.11K | Buy |
78
+2
| +3% | +$157 | ﹤0.01% | 323 |
|
|
2024
Q4 | $5.63K | Hold |
76
| – | – | ﹤0.01% | 330 |
|
|
2024
Q3 | $4.93K | Sell |
76
-1
| -1% | -$65 | ﹤0.01% | 362 |
|
|
2024
Q2 | $5.68K | Buy |
77
+13
| +20% | +$958 | ﹤0.01% | 269 |
|
|
2024
Q1 | $4.63K | Hold |
64
| – | – | ﹤0.01% | 267 |
|
|
2023
Q4 | $4.4K | Buy |
+64
| New | +$4.4K | ﹤0.01% | 256 |
|