MBM Wealth Consultants’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 | $1.6M | Sell |
17,522
-377
| -2% | -$34.4K | 0.43% | 37 |
|
|
2025
Q1 | $1.4M | Buy |
17,899
+222
| +1% | +$17.4K | 0.41% | 40 |
|
|
2024
Q4 | $1.31M | Buy |
17,677
+625
| +4% | +$46.1K | 0.39% | 44 |
|
|
2024
Q3 | $1.11M | Buy |
17,052
+1,607
| +10% | +$104K | 0.35% | 49 |
|
|
2024
Q2 | $1.15M | Sell |
15,445
-464
| -3% | -$34.6K | 0.39% | 43 |
|
|
2024
Q1 | $1.15M | Buy |
15,909
+1,951
| +14% | +$141K | 0.4% | 40 |
|
|
2023
Q4 | $892K | Buy |
13,958
+1,100
| +9% | +$70.3K | 0.33% | 49 |
|
|
2023
Q3 | $660K | Buy |
12,858
+3,517
| +38% | +$181K | 0.29% | 54 |
|
|
2023
Q2 | $546K | Buy |
9,341
+2,546
| +37% | +$149K | 0.23% | 54 |
|
|
2023
Q1 | $417K | Hold |
6,795
| – | – | 0.17% | 58 |
|
|
2022
Q4 | $557K | Buy |
+6,795
| New | +$557K | 0.26% | 47 |
|
|
2019
Q4 | – | Sell |
-6,413
| Closed | -$268K | – | 219 |
|
|
2019
Q3 | $268K | Buy |
6,413
+675
| +12% | +$28.2K | 0.21% | 79 |
|
|
2019
Q2 | $232K | Buy |
5,738
+799
| +16% | +$32.3K | 0.19% | 80 |
|
|
2019
Q1 | $211K | Buy |
4,939
+1,357
| +38% | +$58K | 0.19% | 82 |
|
|
2018
Q4 | $149K | Buy |
+3,582
| New | +$149K | 0.15% | 89 |
|