HB 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 | $3.91M | Sell |
42,841
-10,105
| -19% | -$922K | 0.03% | 253 |
|
|
2025
Q1 | $4.14M | Buy |
52,946
+7,390
| +16% | +$578K | 0.03% | 254 |
|
|
2024
Q4 | $3.37M | Sell |
45,556
-1,589
| -3% | -$118K | 0.03% | 208 |
|
|
2024
Q3 | $3.06M | Buy |
47,145
+14,085
| +43% | +$913K | 0.03% | 219 |
|
|
2024
Q2 | $2.44M | Buy |
33,060
+6,968
| +27% | +$513K | 0.03% | 235 |
|
|
2024
Q1 | $1.89M | Buy |
26,092
+3,224
| +14% | +$233K | 0.02% | 257 |
|
|
2023
Q4 | $1.57M | Sell |
22,868
-432
| -2% | -$29.7K | 0.02% | 258 |
|
|
2023
Q3 | $1.28M | Buy |
23,300
+823
| +4% | +$45.2K | 0.02% | 271 |
|
|
2023
Q2 | $1.27M | Buy |
22,477
+7,126
| +46% | +$404K | 0.02% | 259 |
|
|
2023
Q1 | $804K | Buy |
15,351
+2,635
| +21% | +$138K | 0.01% | 321 |
|
|
2022
Q4 | $1.06M | Buy |
12,716
+4,419
| +53% | +$368K | 0.02% | 273 |
|
|
2022
Q3 | $596K | Buy |
8,297
+1,629
| +24% | +$117K | 0.01% | 317 |
|
|
2022
Q2 | $421K | Buy |
6,668
+784
| +13% | +$49.5K | 0.01% | 374 |
|
|
2022
Q1 | $496K | Buy |
5,884
+2,374
| +68% | +$200K | 0.01% | 350 |
|
|
2021
Q4 | $295K | Buy |
+3,510
| New | +$295K | 0.01% | 393 |
|