Madison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $6.3M | Buy |
114,734
+363
| +0.3% | +$19.9K | 1.32% | 19 |
|
|
2023
Q2 | $6.48M | Buy |
114,371
+514
| +0.5% | +$29.1K | 1.31% | 20 |
|
|
2023
Q1 | $5.96M | Sell |
113,857
-329
| -0.3% | -$17.2K | 1.29% | 24 |
|
|
2022
Q4 | $9.51M | Buy |
114,186
+485
| +0.4% | +$40.4K | 2.17% | 9 |
|
|
2022
Q3 | $8.17M | Buy |
113,701
+2,729
| +2% | +$196K | 2.01% | 11 |
|
|
2022
Q2 | $7.01M | Buy |
110,972
+291
| +0.3% | +$18.4K | 1.7% | 11 |
|
|
2022
Q1 | $9.33M | Buy |
110,681
+587
| +0.5% | +$49.5K | 1.96% | 11 |
|
|
2021
Q4 | $9.26M | Buy |
110,094
+613
| +0.6% | +$51.6K | 1.86% | 15 |
|
|
2021
Q3 | $7.98M | Buy |
109,481
+1,331
| +1% | +$97K | 1.74% | 15 |
|
|
2021
Q2 | $7.87M | Buy |
108,150
+1,350
| +1% | +$98.3K | 1.74% | 15 |
|
|
2021
Q1 | $6.96M | Buy |
106,800
+28,679
| +37% | +$1.87M | 1.7% | 17 |
|
|
2020
Q4 | $4.14M | Buy |
78,121
+2,894
| +4% | +$154K | 1.09% | 26 |
|
|
2020
Q3 | $2.73M | Buy |
75,227
+6,655
| +10% | +$241K | 0.82% | 36 |
|
|
2020
Q2 | $2.31M | Buy |
68,572
+48,370
| +239% | +$1.63M | 0.76% | 37 |
|
|
2020
Q1 | $679K | Sell |
20,202
-1,195
| -6% | -$40.2K | 0.27% | 71 |
|
|
2019
Q4 | $1.02M | Buy |
+21,397
| New | +$1.02M | 0.29% | 68 |
|