Fortitude 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 | $55.7K | Buy |
611
+7
| +1% | +$639 | 0.02% | 230 |
|
|
2025
Q1 | $47.3K | Hold |
604
| – | – | 0.02% | 236 |
|
|
2024
Q4 | $44.7K | Buy |
604
+46
| +8% | +$3.4K | 0.02% | 277 |
|
|
2024
Q3 | $36.2K | Buy |
558
+169
| +43% | +$11K | 0.01% | 298 |
|
|
2024
Q2 | $28.7K | Buy |
389
+192
| +97% | +$14.1K | 0.02% | 248 |
|
|
2024
Q1 | $14.3K | Hold |
197
| – | – | 0.01% | 332 |
|
|
2023
Q4 | $13.6K | Buy |
+197
| New | +$13.6K | 0.01% | 358 |
|