LWAM
Legacy Wealth Asset Management’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $809K | Sell |
8,867
-69
| -0.8% | -$6.3K | 0.21% | 127 |
|
|
2025
Q1 | $700K | Sell |
8,936
-121
| -1% | -$9.47K | 0.19% | 160 |
|
|
2024
Q4 | $670K | Sell |
9,057
-144
| -2% | -$10.7K | 0.18% | 171 |
|
|
2024
Q3 | $596K | Buy |
9,201
+174
| +2% | +$11.3K | 0.16% | 212 |
|
|
2024
Q2 | $665K | Sell |
9,027
-1,564
| -15% | -$115K | 0.19% | 160 |
|
|
2024
Q1 | $766K | Buy |
10,591
+45
| +0.4% | +$3.26K | 0.21% | 133 |
|
|
2023
Q4 | $726K | Sell |
10,546
-271
| -3% | -$18.6K | 0.24% | 131 |
|
|
2023
Q3 | $594K | Sell |
10,817
-48
| -0.4% | -$2.64K | 0.22% | 155 |
|
|
2023
Q2 | $616K | Sell |
10,865
-55
| -0.5% | -$3.12K | 0.22% | 156 |
|
|
2023
Q1 | $572K | Sell |
10,920
-36
| -0.3% | -$1.89K | 0.21% | 168 |
|
|
2022
Q4 | $912K | Sell |
10,956
-78
| -0.7% | -$6.49K | 0.35% | 89 |
|
|
2022
Q3 | $793K | Sell |
11,034
-3,113
| -22% | -$224K | 0.35% | 90 |
|
|
2022
Q2 | $894K | Buy |
14,147
+94
| +0.7% | +$5.94K | 0.36% | 100 |
|
|
2022
Q1 | $1.19M | Sell |
14,053
-582
| -4% | -$49.1K | 0.42% | 67 |
|
|
2021
Q4 | $1.23M | Sell |
14,635
-281
| -2% | -$23.6K | 0.42% | 58 |
|
|
2021
Q3 | $1.09M | Sell |
14,916
-138
| -0.9% | -$10K | 0.5% | 50 |
|
|
2021
Q2 | $1.1M | Sell |
15,054
-1,866
| -11% | -$136K | 0.49% | 48 |
|
|
2021
Q1 | $1.1M | Sell |
16,920
-68
| -0.4% | -$4.43K | 0.51% | 43 |
|
|
2020
Q4 | $901K | Buy |
+16,988
| New | +$901K | 0.45% | 60 |
|