Jeppson 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 | $1.75M | Sell |
19,183
-122
| -0.6% | -$11.1K | 0.61% | 41 |
|
|
2025
Q1 | $1.51M | Sell |
19,305
-367
| -2% | -$28.7K | 0.55% | 48 |
|
|
2024
Q4 | $1.46M | Sell |
19,672
-350
| -2% | -$25.9K | 0.53% | 50 |
|
|
2024
Q3 | $1.3M | Buy |
20,022
+679
| +4% | +$44K | 0.46% | 58 |
|
|
2024
Q2 | $1.43M | Sell |
19,343
-394
| -2% | -$29K | 0.54% | 50 |
|
|
2024
Q1 | $1.43M | Sell |
19,737
-101
| -0.5% | -$7.31K | 0.55% | 50 |
|
|
2023
Q4 | $1.36M | Buy |
19,838
+2,177
| +12% | +$150K | 0.57% | 49 |
|
|
2023
Q3 | $970K | Buy |
17,661
+1,393
| +9% | +$76.5K | 0.44% | 60 |
|
|
2023
Q2 | $922K | Buy |
16,268
+11,556
| +245% | +$655K | 0.4% | 66 |
|
|
2023
Q1 | $247K | Buy |
4,712
+1,668
| +55% | +$87.4K | 0.11% | 171 |
|
|
2022
Q4 | $253K | Buy |
3,044
+178
| +6% | +$14.8K | 0.11% | 169 |
|
|
2022
Q3 | $206K | Sell |
2,866
-510
| -15% | -$36.7K | 0.09% | 177 |
|
|
2022
Q2 | $213K | Sell |
3,376
-168
| -5% | -$10.6K | 0.09% | 175 |
|
|
2022
Q1 | $298K | Sell |
3,544
-1,235
| -26% | -$104K | 0.14% | 130 |
|
|
2021
Q4 | $402K | Sell |
4,779
-50
| -1% | -$4.21K | 0.19% | 103 |
|
|
2021
Q3 | $351K | Buy |
4,829
+10
| +0.2% | +$727 | 0.18% | 103 |
|
|
2021
Q2 | $350K | Sell |
4,819
-150
| -3% | -$10.9K | 0.19% | 99 |
|
|
2021
Q1 | $323K | Sell |
4,969
-505
| -9% | -$32.8K | 0.19% | 99 |
|
|
2020
Q4 | $290K | Buy |
5,474
+1,260
| +30% | +$66.8K | 0.19% | 100 |
|
|
2020
Q3 | $153K | Buy |
+4,214
| New | +$153K | 0.12% | 135 |
|