Enzi Wealth’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $467K | Buy |
|
|||||
|
2025
Q2 | $460K | Hold |
|
|||||
|
2025
Q1 | $397K | Sell |
|
|||||
|
2024
Q4 | $406K | Buy |
|
|||||
|
2024
Q3 | $339K | Hold |
|
|||||
|
2024
Q2 | $366K | Sell |
|
|||||
|
2024
Q1 | $370K | Hold |
|
|||||
|
2023
Q4 | $326K | Hold |
|
|||||
|
2023
Q3 | $267K | Hold |
|
|||||
|
2023
Q2 | $311K | Hold |
|
|||||
|
2023
Q1 | $274K | Buy |
|