Gen-Wealth Partners’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 | $54.8K | Hold |
601
| – | – | 0.02% | 330 |
|
|
2025
Q1 | $47K | Sell |
601
-4
| -0.7% | -$313 | 0.02% | 341 |
|
|
2024
Q4 | $44.8K | Sell |
605
-420
| -41% | -$31.1K | 0.02% | 373 |
|
|
2024
Q3 | $72.9K | Buy |
1,025
+454
| +80% | +$32.3K | 0.03% | 341 |
|
|
2024
Q2 | $42.1K | Hold |
571
| – | – | 0.02% | 383 |
|
|
2024
Q1 | $41.3K | Buy |
+571
| New | +$41.3K | 0.02% | 386 |
|