GSWM
Greenup Street Wealth Management’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.3M | Buy |
47,177
+150
| +0.3% | +$13.7K | 0.75% | 29 |
|
|
2025
Q1 | $3.68M | Buy |
47,027
+2,223
| +5% | +$174K | 0.73% | 29 |
|
|
2024
Q4 | $3.32M | Buy |
44,804
+3,946
| +10% | +$292K | 0.66% | 34 |
|
|
2024
Q3 | $2.65M | Sell |
40,858
-27
| -0.1% | -$1.75K | 0.55% | 39 |
|
|
2024
Q2 | $3.01M | Sell |
40,885
-13,126
| -24% | -$967K | 0.71% | 31 |
|
|
2024
Q1 | $3.91M | Sell |
54,011
-14,533
| -21% | -$1.05M | 0.98% | 26 |
|
|
2023
Q4 | $4.72M | Sell |
68,544
-1,009
| -1% | -$69.4K | 1.31% | 15 |
|
|
2023
Q3 | $3.82M | Buy |
69,553
+8,679
| +14% | +$476K | 1.25% | 18 |
|
|
2023
Q2 | $3.45M | Buy |
60,874
+5,183
| +9% | +$294K | 0.94% | 28 |
|
|
2023
Q1 | $2.92M | Buy |
55,691
+35,501
| +176% | +$1.86M | 1.02% | 23 |
|
|
2022
Q4 | $1.68M | Buy |
20,190
+395
| +2% | +$32.9K | 0.7% | 40 |
|
|
2022
Q3 | $1.42M | Buy |
19,795
+4,626
| +30% | +$333K | 0.64% | 40 |
|
|
2022
Q2 | $958K | Buy |
+15,169
| New | +$958K | 0.45% | 47 |
|