LongView 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 | $302K | Buy |
3,309
+10
| +0.3% | +$912 | 0.09% | 168 |
|
|
2025
Q1 | $258K | Buy |
3,299
+11
| +0.3% | +$861 | 0.08% | 180 |
|
|
2024
Q4 | $243K | Sell |
3,288
-251
| -7% | -$18.6K | 0.07% | 181 |
|
|
2024
Q3 | $229K | Sell |
3,539
-392
| -10% | -$25.4K | 0.07% | 182 |
|
|
2024
Q2 | $290K | Buy |
3,931
+7
| +0.2% | +$516 | 0.11% | 150 |
|
|
2024
Q1 | $284K | Buy |
3,924
+8
| +0.2% | +$579 | 0.11% | 148 |
|
|
2023
Q4 | $261K | Buy |
+3,916
| New | +$261K | 0.12% | 147 |
|