Evergreen Private 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 | $2.65K | Buy |
+29
| New | +$2.65K | ﹤0.01% | 227 |
|
|
2024
Q4 | – | Sell |
-2
| Closed | -$130 | – | 213 |
|
|
2024
Q3 | $130 | Hold |
2
| – | – | ﹤0.01% | 203 |
|
|
2024
Q2 | $147 | Sell |
2
-215
| -99% | -$15.8K | ﹤0.01% | 205 |
|
|
2024
Q1 | $15.7K | Hold |
217
| – | – | 0.01% | 157 |
|
|
2023
Q4 | $14.9K | Buy |
+217
| New | +$14.9K | 0.01% | 161 |
|