Focus Partners 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 | $19M | Buy |
207,999
+6,602
| +3% | +$602K | 0.04% | 371 |
|
|
2025
Q1 | $15.8M | Buy |
201,397
+11,523
| +6% | +$902K | 0.04% | 382 |
|
|
2024
Q4 | $14.1M | Buy |
189,874
+6,203
| +3% | +$459K | 0.04% | 388 |
|
|
2024
Q3 | $11.9M | Buy |
183,671
+32,313
| +21% | +$2.09M | 0.04% | 367 |
|
|
2024
Q2 | $11.2M | Buy |
151,358
+120,704
| +394% | +$8.9M | 0.04% | 362 |
|
|
2024
Q1 | $2.22M | Sell |
30,654
-10,383
| -25% | -$751K | 0.02% | 458 |
|
|
2023
Q4 | $2.82M | Buy |
+41,037
| New | +$2.82M | 0.04% | 309 |
|