Kingsview 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 | $509K | Buy |
5,579
+544
| +11% | +$49.6K | 0.01% | 766 |
|
|
2025
Q1 | $394K | Sell |
5,035
-7,751
| -61% | -$607K | 0.01% | 801 |
|
|
2024
Q4 | $946K | Buy |
12,786
+6,039
| +90% | +$447K | 0.02% | 567 |
|
|
2024
Q3 | $437K | Buy |
6,747
+477
| +8% | +$30.9K | 0.01% | 762 |
|
|
2024
Q2 | $462K | Buy |
6,270
+25
| +0.4% | +$1.84K | 0.01% | 704 |
|
|
2024
Q1 | $452K | Buy |
6,245
+1,302
| +26% | +$94.2K | 0.01% | 692 |
|
|
2023
Q4 | $340K | Sell |
4,943
-31,762
| -87% | -$2.19M | 0.01% | 728 |
|
|
2023
Q3 | $2.02M | Buy |
36,705
+22,922
| +166% | +$1.26M | 0.07% | 280 |
|
|
2023
Q2 | $781K | Buy |
13,783
+3,012
| +28% | +$171K | 0.03% | 479 |
|
|
2023
Q1 | $564K | Buy |
10,771
+7,073
| +191% | +$371K | 0.02% | 544 |
|
|
2022
Q4 | $308K | Sell |
3,698
-2,293
| -38% | -$191K | 0.01% | 659 |
|
|
2022
Q3 | $431K | Buy |
5,991
+604
| +11% | +$43.5K | 0.02% | 535 |
|
|
2022
Q2 | $340K | Sell |
5,387
-2,802
| -34% | -$177K | 0.02% | 624 |
|
|
2022
Q1 | $690K | Sell |
8,189
-901
| -10% | -$76K | 0.03% | 501 |
|
|
2021
Q4 | $765K | Buy |
9,090
+1,727
| +23% | +$145K | 0.03% | 467 |
|
|
2021
Q3 | $536K | Sell |
7,363
-384
| -5% | -$28K | 0.03% | 522 |
|
|
2021
Q2 | $570K | Buy |
7,747
+1,656
| +27% | +$122K | 0.03% | 525 |
|
|
2021
Q1 | $405K | Buy |
6,091
+422
| +7% | +$28.1K | 0.02% | 561 |
|
|
2020
Q4 | $301K | Sell |
5,669
-598
| -10% | -$31.8K | 0.02% | 552 |
|
|
2020
Q3 | $227K | Sell |
6,267
-317
| -5% | -$11.5K | 0.02% | 543 |
|
|
2020
Q2 | $222K | Sell |
6,584
-1,986
| -23% | -$67K | 0.02% | 506 |
|
|
2020
Q1 | $288K | Sell |
8,570
-163
| -2% | -$5.48K | 0.04% | 371 |
|
|
2019
Q4 | $415K | Buy |
8,733
+8
| +0.1% | +$380 | 0.05% | 317 |
|
|
2019
Q3 | $365K | Buy |
8,725
+468
| +6% | +$19.6K | 0.06% | 306 |
|
|
2019
Q2 | $332K | Sell |
8,257
-245
| -3% | -$9.85K | 0.06% | 306 |
|
|
2019
Q1 | $364K | Sell |
8,502
-53
| -0.6% | -$2.27K | 0.06% | 317 |
|
|
2018
Q4 | $355K | Sell |
8,555
-599
| -7% | -$24.9K | 0.08% | 257 |
|
|
2018
Q3 | $450K | Buy |
9,154
+1,116
| +14% | +$54.9K | 0.09% | 237 |
|
|
2018
Q2 | $411K | Buy |
8,038
+91
| +1% | +$4.65K | 0.1% | 221 |
|
|
2018
Q1 | $415K | Buy |
7,947
+504
| +7% | +$26.3K | 0.1% | 219 |
|
|
2017
Q4 | $382K | Buy |
7,443
+28
| +0.4% | +$1.44K | 0.14% | 208 |
|
|
2017
Q3 | $324K | Buy |
7,415
+781
| +12% | +$34.1K | 0.14% | 202 |
|
|
2017
Q2 | $285K | Sell |
6,634
-1,269
| -16% | -$54.5K | 0.15% | 190 |
|
|
2017
Q1 | $323K | Buy |
+7,903
| New | +$323K | 0.19% | 160 |
|