GC Wealth Management RIA’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 | $1.41M | Buy |
15,476
+10,269
| +197% | +$937K | 0.12% | 163 |
|
|
2025
Q1 | $408K | Buy |
5,207
+286
| +6% | +$22.4K | 0.07% | 208 |
|
|
2024
Q4 | $364K | Sell |
4,921
-4,847
| -50% | -$359K | 0.06% | 214 |
|
|
2024
Q3 | $633K | Buy |
9,768
+4,672
| +92% | +$303K | 0.11% | 163 |
|
|
2024
Q2 | $376K | Sell |
5,096
-19
| -0.4% | -$1.4K | 0.07% | 201 |
|
|
2024
Q1 | $370K | Buy |
+5,115
| New | +$370K | 0.07% | 193 |
|