Drive 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
Q1 | – | Sell |
-9,495
| Closed | -$703K | – | 374 |
|
|
2024
Q4 | $703K | Sell |
9,495
-346
| -4% | -$25.6K | 0.17% | 102 |
|
|
2024
Q3 | $638K | Buy |
9,841
+503
| +5% | +$32.6K | 0.17% | 105 |
|
|
2024
Q2 | $688K | Buy |
9,338
+48
| +0.5% | +$3.54K | 0.19% | 96 |
|
|
2024
Q1 | $672K | Sell |
9,290
-1,274
| -12% | -$92.2K | 0.19% | 101 |
|
|
2023
Q4 | $727K | Sell |
10,564
-486
| -4% | -$33.4K | 0.23% | 89 |
|
|
2023
Q3 | $607K | Buy |
11,050
+1,488
| +16% | +$81.7K | 0.22% | 93 |
|
|
2023
Q2 | $542K | Sell |
9,562
-296
| -3% | -$16.8K | 0.2% | 108 |
|
|
2023
Q1 | $516K | Buy |
+9,858
| New | +$516K | 0.22% | 112 |
|
|
2022
Q4 | – | Sell |
-9,700
| Closed | -$697K | – | 263 |
|
|
2022
Q3 | $697K | Buy |
9,700
+32
| +0.3% | +$2.3K | 0.66% | 34 |
|
|
2022
Q2 | $611K | Buy |
+9,668
| New | +$611K | 0.56% | 45 |
|