Graves Light Lenhart Wealth’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 | $230K | Sell |
2,518
-395
| -14% | -$36K | 0.03% | 174 |
|
|
2025
Q1 | $228K | Buy |
+2,913
| New | +$228K | 0.03% | 165 |
|
|
2022
Q3 | – | Sell |
-623
| Closed | -$39K | – | 517 |
|
|
2022
Q2 | $39K | Hold |
623
| – | – | 0.01% | 332 |
|
|
2022
Q1 | $53K | Sell |
623
-686
| -52% | -$58.4K | 0.01% | 348 |
|
|
2021
Q4 | $110K | Sell |
1,309
-16
| -1% | -$1.35K | 0.02% | 278 |
|
|
2021
Q3 | $97K | Buy |
1,325
+702
| +113% | +$51.4K | 0.02% | 280 |
|
|
2021
Q2 | $45K | Hold |
623
| – | – | 0.01% | 395 |
|
|
2021
Q1 | $41K | Sell |
623
-469
| -43% | -$30.9K | 0.01% | 408 |
|
|
2020
Q4 | $58K | Buy |
+1,092
| New | +$58K | 0.01% | 352 |
|