JPWM
Jamison Private Wealth Management’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6M | Buy |
127,653
+300
| +0.2% | +$27.4K | 1.67% | 17 |
|
|
2025
Q1 | $9.97M | Buy |
127,353
+40
| +0% | +$3.13K | 1.52% | 20 |
|
|
2024
Q4 | $9.42M | Buy |
127,313
+892
| +0.7% | +$66K | 1.39% | 22 |
|
|
2024
Q3 | $8.19M | Buy |
126,421
+3,891
| +3% | +$252K | 1.25% | 25 |
|
|
2024
Q2 | $9.03M | Buy |
122,530
+260
| +0.2% | +$19.2K | 1.5% | 20 |
|
|
2024
Q1 | $8.85M | Buy |
122,270
+1,560
| +1% | +$113K | 1.5% | 19 |
|
|
2023
Q4 | $8.3M | Buy |
120,710
+1,220
| +1% | +$83.9K | 1.56% | 18 |
|
|
2023
Q3 | $6.56M | Buy |
+119,490
| New | +$6.56M | 1.36% | 24 |
|