Finer 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 | $2.91M | Buy |
31,939
+1,206
| +4% | +$110K | 1.56% | 19 |
|
|
2025
Q1 | $2.41M | Buy |
30,733
+1,677
| +6% | +$131K | 1.44% | 22 |
|
|
2024
Q4 | $2.15M | Buy |
29,056
+1,883
| +7% | +$139K | 1.23% | 25 |
|
|
2024
Q3 | $1.76M | Buy |
27,173
+3,661
| +16% | +$237K | 1.09% | 25 |
|
|
2024
Q2 | $1.73M | Buy |
23,512
+1,428
| +6% | +$105K | 1.12% | 24 |
|
|
2024
Q1 | $1.6M | Buy |
22,084
+7,829
| +55% | +$566K | 1.05% | 27 |
|
|
2023
Q4 | $981K | Buy |
14,255
+5,431
| +62% | +$374K | 0.73% | 34 |
|
|
2023
Q3 | $484K | Buy |
+8,824
| New | +$484K | 0.39% | 52 |
|