FSB Premier 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 | $3.1M | Buy |
34,002
+4,061
| +14% | +$371K | 1.11% | 24 |
|
|
2025
Q1 | $2.34M | Buy |
29,941
+4,525
| +18% | +$354K | 0.91% | 30 |
|
|
2024
Q4 | $1.88M | Buy |
25,416
+980
| +4% | +$72.5K | 0.75% | 35 |
|
|
2024
Q3 | $1.58M | Buy |
24,436
+5,841
| +31% | +$379K | 0.65% | 39 |
|
|
2024
Q2 | $1.37M | Buy |
18,595
+7,206
| +63% | +$531K | 0.62% | 38 |
|
|
2024
Q1 | $824K | Buy |
11,389
+2,880
| +34% | +$208K | 0.38% | 59 |
|
|
2023
Q4 | $585K | Buy |
8,509
+2,718
| +47% | +$187K | 0.29% | 76 |
|
|
2023
Q3 | $318K | Buy |
5,791
+1,151
| +25% | +$63.2K | 0.18% | 109 |
|
|
2023
Q2 | $263K | Buy |
4,640
+365
| +9% | +$20.7K | 0.14% | 125 |
|
|
2023
Q1 | $224K | Sell |
4,275
-708
| -14% | -$37.1K | 0.12% | 132 |
|
|
2022
Q4 | $415K | Buy |
4,983
+1,748
| +54% | +$146K | 0.23% | 91 |
|
|
2022
Q3 | $232K | Buy |
+3,235
| New | +$232K | 0.14% | 123 |
|
|
2022
Q1 | – | Sell |
-1,445
| Closed | -$121K | – | 438 |
|
|
2021
Q4 | $121K | Buy |
+1,445
| New | +$121K | 0.05% | 168 |
|