LBWM
Left Brain Wealth Management’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-48,676
| Closed | -$3.6M | – | 100 |
|
|
2024
Q4 | $3.6M | Sell |
48,676
-6,565
| -12% | -$486K | 1.36% | 27 |
|
|
2024
Q3 | $3.58M | Sell |
55,241
-271
| -0.5% | -$17.6K | 1.67% | 23 |
|
|
2024
Q2 | $4.09M | Buy |
55,512
+971
| +2% | +$71.6K | 1.91% | 20 |
|
|
2024
Q1 | $3.95M | Sell |
54,541
-226
| -0.4% | -$16.3K | 1.91% | 21 |
|
|
2023
Q4 | $3.77M | Sell |
54,767
-285
| -0.5% | -$19.6K | 2.18% | 15 |
|
|
2023
Q3 | $3.02M | Buy |
55,052
+31,011
| +129% | +$1.7M | 1.88% | 18 |
|
|
2023
Q2 | $1.36M | Buy |
24,041
+19,496
| +429% | +$1.11M | 0.83% | 39 |
|
|
2023
Q1 | $237K | Buy |
+4,545
| New | +$237K | 0.16% | 72 |
|