Milestone Asset 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 | – | Sell |
-6,157
| Closed | -$482K | – | 237 |
|
|
2025
Q1 | $482K | Buy |
6,157
+59
| +1% | +$4.62K | 0.1% | 142 |
|
|
2024
Q4 | $451K | Buy |
6,098
+651
| +12% | +$48.2K | 0.1% | 166 |
|
|
2024
Q3 | $353K | Buy |
5,447
+189
| +4% | +$12.2K | 0.08% | 165 |
|
|
2024
Q2 | $387K | Buy |
5,258
+649
| +14% | +$47.8K | 0.1% | 147 |
|
|
2024
Q1 | $333K | Buy |
+4,609
| New | +$333K | 0.1% | 135 |
|