Future Financial 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 | $45.6K | Hold |
500
| – | – | 0.03% | 252 |
|
|
2025
Q1 | $39.1K | Hold |
500
| – | – | 0.03% | 261 |
|
|
2024
Q4 | $37K | Hold |
500
| – | – | 0.03% | 271 |
|
|
2024
Q3 | $32.4K | Buy |
+500
| New | +$32.4K | 0.02% | 291 |
|
|
2024
Q2 | – | Sell |
-1,000
| Closed | -$72.3K | – | 394 |
|
|
2024
Q1 | $72.3K | Buy |
+1,000
| New | +$72.3K | 0.06% | 218 |
|