EPG 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 | $2.39M | Buy |
26,187
+409
| +2% | +$37.3K | 0.72% | 33 |
|
|
2025
Q1 | $2.02M | Buy |
25,778
+1,486
| +6% | +$116K | 0.56% | 42 |
|
|
2024
Q4 | $1.8M | Sell |
24,292
-1,282
| -5% | -$94.9K | 0.47% | 52 |
|
|
2024
Q3 | $1.66M | Buy |
+25,574
| New | +$1.66M | 0.42% | 64 |
|
|
2024
Q2 | – | Sell |
-25,364
| Closed | -$1.83M | – | 52 |
|
|
2024
Q1 | $1.83M | Buy |
25,364
+518
| +2% | +$37.5K | 0.45% | 59 |
|
|
2023
Q4 | $1.56M | Buy |
24,846
+1,998
| +9% | +$125K | 0.41% | 62 |
|
|
2023
Q3 | $1.25M | Buy |
22,848
+2,796
| +14% | +$153K | 0.38% | 68 |
|
|
2023
Q2 | $1.14M | Buy |
+20,052
| New | +$1.14M | 0.34% | 77 |
|
|
2020
Q2 | – | Sell |
-264
| Closed | -$9K | – | 645 |
|
|
2020
Q1 | $9K | Buy |
264
+126
| +91% | +$4.3K | 0.01% | 503 |
|
|
2019
Q4 | $7K | Buy |
+138
| New | +$7K | 0.01% | 469 |
|