GeoWealth 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 | $1.35M | Buy |
14,848
+202
| +1% | +$18.4K | 0.05% | 201 |
|
|
2025
Q1 | $1.15M | Sell |
14,646
-4,341
| -23% | -$340K | 0.05% | 230 |
|
|
2024
Q4 | $1.41M | Buy |
18,987
+3,134
| +20% | +$232K | 0.05% | 233 |
|
|
2024
Q3 | $1.03M | Buy |
15,853
+1,902
| +14% | +$123K | 0.04% | 304 |
|
|
2024
Q2 | $1.03M | Buy |
13,951
+1,966
| +16% | +$145K | 0.04% | 269 |
|
|
2024
Q1 | $867K | Sell |
11,985
-12,743
| -52% | -$922K | 0.03% | 326 |
|
|
2023
Q4 | $1.7M | Buy |
24,728
+24,308
| +5,788% | +$1.67M | 0.14% | 144 |
|
|
2023
Q3 | $23K | Buy |
+420
| New | +$23K | ﹤0.01% | 428 |
|