Keebeck 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 | $740K | Hold |
8,113
| – | – | 0.1% | 154 |
|
|
2025
Q1 | $635K | Sell |
8,113
-757
| -9% | -$59.3K | 0.09% | 153 |
|
|
2024
Q4 | $656K | Hold |
8,870
| – | – | 0.09% | 148 |
|
|
2024
Q3 | $575K | Buy |
8,870
+102
| +1% | +$6.61K | 0.08% | 162 |
|
|
2024
Q2 | $646K | Hold |
8,768
| – | – | 0.09% | 155 |
|
|
2024
Q1 | $634K | Hold |
8,768
| – | – | 0.09% | 163 |
|
|
2023
Q4 | $603K | Sell |
8,768
-85
| -1% | -$5.85K | 0.1% | 158 |
|
|
2023
Q3 | $486K | Sell |
8,853
-1
| -0% | -$55 | 0.08% | 176 |
|
|
2023
Q2 | $502K | Buy |
+8,854
| New | +$502K | 0.07% | 181 |
|
|
2020
Q3 | – | Sell |
-1,324
| Closed | -$44K | – | 327 |
|
|
2020
Q2 | $44K | Buy |
+1,324
| New | +$44K | 0.01% | 231 |
|
|
2020
Q1 | – | Sell |
-3,709
| Closed | -$176K | – | 300 |
|
|
2019
Q4 | $176K | Buy |
+3,709
| New | +$176K | 0.06% | 149 |
|