Drucker Wealth 3.0’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 | $1.64M | Sell |
17,713
-10,917
| -38% | -$1.01M | 0.32% | 70 |
|
|
2025
Q1 | $2.24M | Sell |
28,630
-8,895
| -24% | -$696K | 0.49% | 51 |
|
|
2024
Q4 | $2.78M | Sell |
37,525
-2,592
| -6% | -$192K | 0.64% | 44 |
|
|
2024
Q3 | $2.6M | Buy |
40,117
+742
| +2% | +$48.1K | 0.62% | 53 |
|
|
2024
Q2 | $2.9M | Buy |
+39,375
| New | +$2.9M | 0.77% | 45 |
|