Keystone Wealth Services’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 | $316K | Sell |
3,463
-7
| -0.2% | -$639 | 0.08% | 226 |
|
|
2025
Q1 | $272K | Buy |
3,470
+8
| +0.2% | +$626 | 0.07% | 220 |
|
|
2024
Q4 | $256K | Sell |
3,462
-48
| -1% | -$3.55K | 0.07% | 220 |
|
|
2024
Q3 | $227K | Buy |
3,510
+68
| +2% | +$4.41K | 0.06% | 232 |
|
|
2024
Q2 | $254K | Buy |
3,442
+8
| +0.2% | +$590 | 0.08% | 199 |
|
|
2024
Q1 | $248K | Buy |
3,434
+8
| +0.2% | +$579 | 0.08% | 188 |
|
|
2023
Q4 | $236K | Sell |
3,426
-975
| -22% | -$67.1K | 0.08% | 191 |
|
|
2023
Q3 | $242K | Buy |
+4,401
| New | +$242K | 0.09% | 179 |
|