LJI 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 | $256K | Hold |
2,802
| – | – | 0.04% | 161 |
|
|
2025
Q1 | $219K | Hold |
2,802
| – | – | 0.04% | 165 |
|
|
2024
Q4 | $207K | Buy |
+2,802
| New | +$207K | 0.04% | 170 |
|
|
2024
Q3 | – | Sell |
-3,102
| Closed | -$229K | – | 195 |
|
|
2024
Q2 | $229K | Hold |
3,102
| – | – | 0.05% | 162 |
|
|
2024
Q1 | $224K | Hold |
3,102
| – | – | 0.06% | 132 |
|
|
2023
Q4 | $213K | Buy |
+3,102
| New | +$213K | 0.06% | 154 |
|