Kingswood Wealth Advisors’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 | $817K | Buy |
8,956
+3,571
| +66% | +$326K | 0.06% | 301 |
|
|
2025
Q1 | $422K | Sell |
5,385
-183
| -3% | -$14.3K | 0.04% | 440 |
|
|
2024
Q4 | $412K | Sell |
5,568
-7,725
| -58% | -$572K | 0.03% | 504 |
|
|
2024
Q3 | $861K | Buy |
13,293
+3,162
| +31% | +$205K | 0.06% | 328 |
|
|
2024
Q2 | $747K | Sell |
10,131
-85
| -0.8% | -$6.26K | 0.07% | 294 |
|
|
2024
Q1 | $739K | Sell |
10,216
-803
| -7% | -$58.1K | 0.09% | 261 |
|
|
2023
Q4 | $758K | Buy |
11,019
+5,570
| +102% | +$383K | 0.09% | 250 |
|
|
2023
Q3 | $299K | Sell |
5,449
-2,091
| -28% | -$115K | 0.05% | 327 |
|
|
2023
Q2 | $427K | Buy |
+7,540
| New | +$427K | 0.14% | 153 |
|