Modern 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 | $646K | Sell |
7,083
-175
| -2% | -$16K | 0.02% | 431 |
|
|
2025
Q1 | $568K | Sell |
7,258
-3,654
| -33% | -$286K | 0.02% | 392 |
|
|
2024
Q4 | $808K | Buy |
10,912
+5,939
| +119% | +$440K | 0.03% | 286 |
|
|
2024
Q3 | $322K | Buy |
4,973
+100
| +2% | +$6.48K | 0.02% | 328 |
|
|
2024
Q2 | $359K | Buy |
4,873
+157
| +3% | +$11.6K | 0.03% | 270 |
|
|
2024
Q1 | $341K | Buy |
+4,716
| New | +$341K | 0.03% | 223 |
|