Maia Wealth’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 | $3.6M | Sell |
39,431
-4,619
| -10% | -$421K | 0.69% | 37 |
|
|
2025
Q1 | $3.39M | Buy |
44,050
+878
| +2% | +$67.5K | 0.77% | 34 |
|
|
2024
Q4 | $3.56M | Buy |
43,172
+4,450
| +11% | +$367K | 0.77% | 34 |
|
|
2024
Q3 | $2.81M | Buy |
38,722
+4,598
| +13% | +$334K | 0.69% | 36 |
|
|
2024
Q2 | $2.56M | Buy |
+34,124
| New | +$2.56M | 0.77% | 32 |
|
|
2023
Q4 | $1.26M | Buy |
+18,281
| New | +$1.26M | 0.51% | 47 |
|