Journey Strategic 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 | $705K | Buy |
7,729
+3,243
| +72% | +$296K | 0.02% | 222 |
|
|
2025
Q1 | $351K | Buy |
4,486
+135
| +3% | +$10.6K | 0.01% | 298 |
|
|
2024
Q4 | $322K | Buy |
4,351
+66
| +2% | +$4.88K | 0.01% | 315 |
|
|
2024
Q3 | $278K | Buy |
4,285
+382
| +10% | +$24.8K | 0.01% | 359 |
|
|
2024
Q2 | $288K | Buy |
+3,903
| New | +$288K | 0.01% | 263 |
|
|
2023
Q1 | – | Sell |
-3,321
| Closed | -$277K | – | 280 |
|
|
2022
Q4 | $277K | Buy |
3,321
+308
| +10% | +$25.6K | 0.03% | 153 |
|
|
2022
Q3 | $217K | Buy |
+3,013
| New | +$217K | 0.03% | 144 |
|
|
2022
Q2 | – | Sell |
-2,852
| Closed | -$240K | – | 198 |
|
|
2022
Q1 | $240K | Buy |
2,852
+64
| +2% | +$5.39K | 0.03% | 124 |
|
|
2021
Q4 | $234K | Buy |
+2,788
| New | +$234K | 0.02% | 166 |
|