FAS Wealth Partners’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 | $238K | Buy |
2,603
+5
| +0.2% | +$456 | 0.02% | 285 |
|
|
2025
Q1 | $203K | Buy |
+2,598
| New | +$203K | 0.02% | 291 |
|
|
2024
Q2 | – | Sell |
-5,972
| Closed | -$432K | – | 446 |
|
|
2024
Q1 | $432K | Sell |
5,972
-2,810
| -32% | -$203K | 0.04% | 219 |
|
|
2023
Q4 | $604K | Sell |
8,782
-192
| -2% | -$13.2K | 0.06% | 180 |
|
|
2023
Q3 | $493K | Sell |
8,974
-292
| -3% | -$16K | 0.05% | 191 |
|
|
2023
Q2 | $525K | Buy |
9,266
+508
| +6% | +$28.8K | 0.07% | 172 |
|
|
2023
Q1 | $459K | Buy |
+8,758
| New | +$459K | 0.05% | 201 |
|