Dogwood 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 | $10.9K | Buy |
119
+25
| +27% | +$2.3K | 0.01% | 254 |
|
|
2025
Q1 | $7.36K | Buy |
+94
| New | +$7.36K | ﹤0.01% | 213 |
|
|
2024
Q4 | – | Hold |
0
| – | -$14 | – | 586 |
|
|
2024
Q3 | – | Hold |
0
| – | -$16 | – | 233 |
|
|
2024
Q2 | – | Hold |
0
| – | -$15 | – | 268 |
|
|
2024
Q1 | – | Hold |
0
| – | -$22 | – | 265 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 236 |
|