Legacy Capital Wealth Partners’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 | $477K | Sell |
5,228
-2,777
| -35% | -$253K | 0.11% | 206 |
|
|
2025
Q1 | $627K | Sell |
8,005
-55
| -0.7% | -$4.31K | 0.15% | 143 |
|
|
2024
Q4 | $596K | Sell |
8,060
-230
| -3% | -$17K | 0.15% | 142 |
|
|
2024
Q3 | $537K | Buy |
8,290
+586
| +8% | +$38K | 0.11% | 182 |
|
|
2024
Q2 | $568K | Buy |
+7,704
| New | +$568K | 0.14% | 139 |
|
|
2024
Q1 | – | Sell |
-7,425
| Closed | -$511K | – | 296 |
|
|
2023
Q4 | $511K | Sell |
7,425
-370
| -5% | -$25.5K | 0.14% | 142 |
|
|
2023
Q3 | $428K | Buy |
+7,795
| New | +$428K | 0.12% | 164 |
|
|
2023
Q2 | – | Sell |
-6,324
| Closed | -$331K | – | 197 |
|
|
2023
Q1 | $331K | Buy |
+6,324
| New | +$331K | 0.09% | 183 |
|