GWAG
Garrett Wealth Advisory Group’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Buy |
+2,526
| New | +$230K | 0.05% | 101 |
|
|
2023
Q1 | – | Sell |
-2,481
| Closed | -$207K | – | 48 |
|
|
2022
Q4 | $207K | Buy |
+2,481
| New | +$207K | 0.11% | 45 |
|
|
2022
Q2 | – | Sell |
-2,481
| Closed | -$209K | – | 56 |
|
|
2022
Q1 | $209K | Hold |
2,481
| – | – | 0.11% | 59 |
|
|
2021
Q4 | $209K | Buy |
+2,481
| New | +$209K | 0.1% | 57 |
|
|
2019
Q4 | – | Sell |
-2,756
| Closed | -$115K | – | 534 |
|
|
2019
Q3 | $115K | Buy |
+2,756
| New | +$115K | 0.08% | 78 |
|