Meridian 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 | $462K | Sell |
5,069
-1,123
| -18% | -$102K | 0.02% | 464 |
|
|
2025
Q1 | $485K | Buy |
6,192
+136
| +2% | +$10.6K | 0.02% | 415 |
|
|
2024
Q4 | $448K | Sell |
6,056
-3,759
| -38% | -$278K | 0.02% | 431 |
|
|
2024
Q3 | $636K | Buy |
+9,815
| New | +$636K | 0.03% | 370 |
|
|
2024
Q1 | – | Sell |
-9,762
| Closed | -$672K | – | 456 |
|
|
2023
Q4 | $672K | Sell |
9,762
-3,708
| -28% | -$255K | 0.04% | 328 |
|
|
2023
Q3 | $739K | Buy |
13,470
+7,034
| +109% | +$386K | 0.05% | 289 |
|
|
2023
Q2 | $365K | Buy |
+6,436
| New | +$365K | 0.03% | 389 |
|
|
2023
Q1 | – | Sell |
-4,980
| Closed | -$415K | – | 561 |
|
|
2022
Q4 | $415K | Sell |
4,980
-4,727
| -49% | -$394K | 0.04% | 340 |
|
|
2022
Q3 | $698K | Buy |
9,707
+69
| +0.7% | +$4.96K | 0.08% | 230 |
|
|
2022
Q2 | $609K | Buy |
+9,638
| New | +$609K | 0.05% | 314 |
|
|
2019
Q3 | – | Sell |
-2,190
| Closed | -$880 | – | 426 |
|
|
2019
Q2 | $880 | Buy |
+2,190
| New | +$880 | 0.04% | 293 |
|