IAG Wealth Partners’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 | Hold |
705
| – | – | 0.01% | 185 |
|
|
2025
Q1 | $55.2K | Hold |
705
| – | – | 0.01% | 189 |
|
|
2024
Q4 | $52.2K | Hold |
705
| – | – | 0.01% | 187 |
|
|
2024
Q3 | $45.7K | Sell |
705
-138
| -16% | -$8.94K | 0.01% | 194 |
|
|
2024
Q2 | $62.1K | Hold |
843
| – | – | 0.01% | 160 |
|
|
2024
Q1 | $61K | Buy |
843
+473
| +128% | +$34.2K | 0.01% | 153 |
|
|
2023
Q4 | $25.5K | Hold |
370
| – | – | 0.01% | 211 |
|
|
2023
Q3 | $20.3K | Hold |
370
| – | – | 0.01% | 225 |
|
|
2023
Q2 | $21K | Hold |
370
| – | – | 0.01% | 236 |
|
|
2023
Q1 | $19.4K | Hold |
370
| – | – | 0.01% | 230 |
|
|
2022
Q4 | $30.8K | Sell |
370
-125
| -25% | -$10.4K | 0.01% | 174 |
|
|
2022
Q3 | $36K | Buy |
+495
| New | +$36K | 0.01% | 154 |
|