Fiduciary Family Office’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 | $409K | Buy |
4,482
+1,407
| +46% | +$128K | 0.13% | 136 |
|
|
2025
Q1 | $241K | Buy |
+3,075
| New | +$241K | 0.08% | 169 |
|
|
2024
Q4 | – | Sell |
-3,269
| Closed | -$212K | – | 204 |
|
|
2024
Q3 | $212K | Sell |
3,269
-82
| -2% | -$5.31K | 0.07% | 198 |
|
|
2024
Q2 | $247K | Buy |
3,351
+526
| +19% | +$38.8K | 0.1% | 176 |
|
|
2024
Q1 | $204K | Buy |
+2,825
| New | +$204K | 0.08% | 204 |
|