IWA
IBEX Wealth Advisors’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.45M | Buy |
+48,780
| New | +$4.45M | 0.47% | 70 |
|
|
2025
Q1 | – | Sell |
-3,448
| Closed | -$255K | – | 195 |
|
|
2024
Q4 | $255K | Buy |
+3,448
| New | +$255K | 0.03% | 189 |
|
|
2024
Q3 | – | Sell |
-4,215
| Closed | -$311K | – | 239 |
|
|
2024
Q2 | $311K | Sell |
4,215
-19,736
| -82% | -$1.45M | 0.05% | 107 |
|
|
2024
Q1 | $1.99M | Buy |
+23,951
| New | +$1.99M | 0.54% | 57 |
|
|
2023
Q4 | – | Sell |
-3,775
| Closed | -$207K | – | 121 |
|
|
2023
Q3 | $207K | Buy |
+3,775
| New | +$207K | 0.05% | 108 |
|
|
2023
Q1 | – | Sell |
-23,951
| Closed | -$1.99M | – | 162 |
|
|
2022
Q4 | $1.99M | Buy |
23,951
+20,927
| +692% | +$1.74M | 0.45% | 69 |
|
|
2022
Q3 | $217K | Buy |
+3,024
| New | +$217K | 0.06% | 136 |
|
|
2022
Q2 | – | Sell |
-37,218
| Closed | -$3.14M | – | 179 |
|
|
2022
Q1 | $3.14M | Buy |
+37,218
| New | +$3.14M | 0.6% | 58 |
|