Golden State Wealth 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 | $64.3K | Buy |
705
+560
| +386% | +$51.1K | 0.01% | 592 |
|
|
2025
Q1 | $11.4K | Sell |
145
-689
| -83% | -$53.9K | ﹤0.01% | 966 |
|
|
2024
Q4 | $61.7K | Buy |
+834
| New | +$61.7K | 0.01% | 540 |
|
|
2020
Q4 | – | Sell |
-1,094
| Closed | -$40K | – | 384 |
|
|
2020
Q3 | $40K | Buy |
+1,094
| New | +$40K | 0.01% | 347 |
|
|
2020
Q2 | – | Sell |
-1,069
| Closed | -$36K | – | 746 |
|
|
2020
Q1 | $36K | Buy |
+1,069
| New | +$36K | 0.02% | 411 |
|
|
2019
Q4 | – | Sell |
-1,069
| Closed | -$45K | – | 745 |
|
|
2019
Q3 | $45K | Hold |
1,069
| – | – | 0.01% | 457 |
|
|
2019
Q2 | $42K | Buy |
1,069
+75
| +8% | +$2.95K | 0.01% | 491 |
|
|
2019
Q1 | $43K | Buy |
+994
| New | +$43K | 0.01% | 485 |
|