FWG Investments’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 | $224K | Buy |
+2,458
| New | +$224K | 0.17% | 98 |
|
|
2025
Q1 | – | Sell |
-4,745
| Closed | -$351K | – | 107 |
|
|
2024
Q4 | $351K | Buy |
4,745
+56
| +1% | +$4.15K | 0.27% | 86 |
|
|
2024
Q3 | $304K | Buy |
4,689
+599
| +15% | +$38.8K | 0.26% | 86 |
|
|
2024
Q2 | $301K | Buy |
4,090
+41
| +1% | +$3.02K | 0.3% | 78 |
|
|
2024
Q1 | $293K | Buy |
4,049
+244
| +6% | +$17.7K | 0.32% | 75 |
|
|
2023
Q4 | $262K | Buy |
+3,805
| New | +$262K | 0.33% | 73 |
|