Eagle Bluffs 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 | $3.65M | Sell |
39,976
-101
| -0.3% | -$9.22K | 1.74% | 19 |
|
|
2025
Q1 | $3.14M | Buy |
40,077
+211
| +0.5% | +$16.5K | 1.66% | 17 |
|
|
2024
Q4 | $2.95M | Buy |
39,866
+1,058
| +3% | +$78.3K | 1.58% | 19 |
|
|
2024
Q3 | $2.52M | Buy |
38,808
+457
| +1% | +$29.6K | 1.35% | 25 |
|
|
2024
Q2 | $2.83M | Buy |
38,351
+99
| +0.3% | +$7.3K | 1.64% | 19 |
|
|
2024
Q1 | $2.77M | Buy |
+38,252
| New | +$2.77M | 1.72% | 19 |
|