Invictus Private 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 | $961K | Buy |
10,529
+500
| +5% | +$45.6K | 0.07% | 42 |
|
|
2025
Q1 | $785K | Sell |
10,029
-7
| -0.1% | -$548 | 0.06% | 44 |
|
|
2024
Q4 | $743K | Sell |
10,036
-15
| -0.1% | -$1.11K | 0.06% | 46 |
|
|
2024
Q3 | $651K | Buy |
10,051
+36
| +0.4% | +$2.33K | 0.05% | 46 |
|
|
2024
Q2 | $738K | Hold |
10,015
| – | – | 0.06% | 41 |
|
|
2024
Q1 | $725K | Hold |
10,015
| – | – | 0.06% | 41 |
|
|
2023
Q4 | $689K | Hold |
10,015
| – | – | 0.07% | 41 |
|
|
2023
Q3 | $550K | Sell |
10,015
-1,500
| -13% | -$82.4K | 0.06% | 49 |
|
|
2023
Q2 | $653K | Buy |
+11,515
| New | +$653K | 0.07% | 45 |
|