DWS
Dynamic Wealth Strategies’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $119K | Sell |
1,304
-246
| -16% | -$22.4K | 0.09% | 93 |
|
|
2025
Q1 | $121K | Buy |
+1,550
| New | +$121K | 0.1% | 93 |
|
|
2024
Q4 | – | Sell |
-1,535
| Closed | -$99K | – | 200 |
|
|
2024
Q3 | $99K | Buy |
1,535
+2
| +0.1% | +$129 | 0.08% | 100 |
|
|
2024
Q2 | $113K | Sell |
1,533
-486
| -24% | -$35.8K | 0.1% | 93 |
|
|
2024
Q1 | $146K | Sell |
2,019
-54
| -3% | -$3.91K | 0.12% | 83 |
|
|
2023
Q4 | $143K | Buy |
+2,073
| New | +$143K | 0.13% | 77 |
|