Marcum 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
Q1 | $808K | Buy |
10,319
+816
| +9% | +$63.9K | 0.07% | 133 |
|
|
2024
Q4 | $703K | Sell |
9,503
-206
| -2% | -$15.2K | 0.06% | 153 |
|
|
2024
Q3 | $629K | Buy |
9,709
+114
| +1% | +$7.39K | 0.06% | 160 |
|
|
2024
Q2 | $707K | Buy |
9,595
+423
| +5% | +$31.2K | 0.07% | 142 |
|
|
2024
Q1 | $663K | Buy |
9,172
+52
| +0.6% | +$3.76K | 0.07% | 148 |
|
|
2023
Q4 | $627K | Sell |
9,120
-32
| -0.3% | -$2.2K | 0.07% | 147 |
|
|
2023
Q3 | $502K | Buy |
9,152
+3,691
| +68% | +$203K | 0.06% | 170 |
|
|
2023
Q2 | $310K | Sell |
5,461
-362
| -6% | -$20.5K | 0.04% | 241 |
|
|
2023
Q1 | $305K | Buy |
5,823
+2,362
| +68% | +$124K | 0.04% | 241 |
|
|
2022
Q4 | $288K | Buy |
+3,461
| New | +$288K | 0.04% | 251 |
|
|
2022
Q2 | – | Sell |
-2,434
| Closed | -$205K | – | 413 |
|
|
2022
Q1 | $205K | Sell |
2,434
-103
| -4% | -$8.68K | 0.03% | 316 |
|
|
2021
Q4 | $213K | Sell |
2,537
-486
| -16% | -$40.8K | 0.03% | 318 |
|
|
2021
Q3 | $220K | Buy |
+3,023
| New | +$220K | 0.03% | 291 |
|