Lodestone 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 | $1.07M | Buy |
11,723
+36
| +0.3% | +$3.29K | 0.52% | 58 |
|
|
2025
Q1 | $915K | Buy |
11,687
+39
| +0.3% | +$3.05K | 0.49% | 61 |
|
|
2024
Q4 | $862K | Buy |
11,648
+36
| +0.3% | +$2.66K | 0.43% | 64 |
|
|
2024
Q3 | $753K | Buy |
11,612
+19
| +0.2% | +$1.23K | 0.38% | 69 |
|
|
2024
Q2 | $854K | Buy |
11,593
+40
| +0.3% | +$2.95K | 0.45% | 65 |
|
|
2024
Q1 | $836K | Buy |
11,553
+44
| +0.4% | +$3.18K | 0.44% | 65 |
|
|
2023
Q4 | $792K | Buy |
11,509
+50
| +0.4% | +$3.44K | 0.46% | 63 |
|
|
2023
Q3 | $629K | Buy |
11,459
+123
| +1% | +$6.75K | 0.44% | 60 |
|
|
2023
Q2 | $643K | Sell |
11,336
-44
| -0.4% | -$2.49K | 0.44% | 60 |
|
|
2023
Q1 | $596K | Buy |
11,380
+320
| +3% | +$16.8K | 0.46% | 61 |
|
|
2022
Q4 | $921K | Buy |
+11,060
| New | +$921K | 0.74% | 47 |
|