Enzi Wealth’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 | $460K | Hold |
5,000
| – | – | 0.17% | 44 |
|
|
2025
Q1 | $397K | Sell |
5,000
-39
| -0.8% | -$3.1K | 0.16% | 43 |
|
|
2024
Q4 | $406K | Buy |
5,039
+39
| +0.8% | +$3.14K | 0.15% | 45 |
|
|
2024
Q3 | $339K | Hold |
5,000
| – | – | 0.13% | 47 |
|
|
2024
Q2 | $366K | Sell |
5,000
-193
| -4% | -$14.1K | 0.16% | 47 |
|
|
2024
Q1 | $370K | Hold |
5,193
| – | – | 0.17% | 41 |
|
|
2023
Q4 | $326K | Hold |
5,193
| – | – | 0.16% | 44 |
|
|
2023
Q3 | $267K | Hold |
5,193
| – | – | 0.14% | 46 |
|
|
2023
Q2 | $311K | Hold |
5,193
| – | – | 0.16% | 44 |
|
|
2023
Q1 | $274K | Buy |
+5,193
| New | +$274K | 0.14% | 57 |
|