GPS Wealth Strategies Group’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 | $31.2K | Sell |
342
-66
| -16% | -$6.02K | ﹤0.01% | 752 |
|
|
2025
Q1 | $31.9K | Buy |
408
+88
| +28% | +$6.89K | ﹤0.01% | 714 |
|
|
2024
Q4 | $23.7K | Hold |
320
| – | – | ﹤0.01% | 761 |
|
|
2024
Q3 | $20.7K | Sell |
320
-2
| -0.6% | -$130 | ﹤0.01% | 796 |
|
|
2024
Q2 | $23.7K | Buy |
322
+22
| +7% | +$1.62K | ﹤0.01% | 721 |
|
|
2024
Q1 | $21.7K | Hold |
300
| – | – | ﹤0.01% | 704 |
|
|
2023
Q4 | $20.6K | Hold |
300
| – | – | ﹤0.01% | 690 |
|
|
2023
Q3 | $16.5K | Hold |
300
| – | – | ﹤0.01% | 726 |
|
|
2023
Q2 | $17K | Buy |
300
+190
| +173% | +$10.8K | ﹤0.01% | 727 |
|
|
2023
Q1 | $5.76K | Buy |
+110
| New | +$5.76K | ﹤0.01% | 952 |
|
|
2022
Q4 | – | Sell |
-56
| Closed | -$4K | – | 907 |
|
|
2022
Q3 | $4K | Hold |
56
| – | – | ﹤0.01% | 952 |
|
|
2022
Q2 | $4K | Hold |
56
| – | – | ﹤0.01% | 945 |
|
|
2022
Q1 | $5K | Hold |
56
| – | – | ﹤0.01% | 859 |
|
|
2021
Q4 | $5K | Buy |
+56
| New | +$5K | ﹤0.01% | 870 |
|