Miller Wealth Advisors’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 | $9.12K | Hold |
100
| – | – | ﹤0.01% | 67 |
|
|
2025
Q1 | $7.83K | Hold |
100
| – | – | ﹤0.01% | 69 |
|
|
2024
Q4 | $7.4K | Hold |
100
| – | – | ﹤0.01% | 61 |
|
|
2024
Q3 | $7.19K | Hold |
100
| – | – | ﹤0.01% | 62 |
|
|
2024
Q2 | $7.37K | Hold |
100
| – | – | ﹤0.01% | 59 |
|
|
2024
Q1 | $7.23K | Hold |
100
| – | – | ﹤0.01% | 62 |
|
|
2023
Q4 | $6.88K | Hold |
100
| – | – | ﹤0.01% | 61 |
|
|
2023
Q3 | $5.49K | Hold |
100
| – | – | ﹤0.01% | 57 |
|
|
2023
Q2 | $5.67K | Buy |
+100
| New | +$5.67K | ﹤0.01% | 55 |
|