Morton Brown Family Wealth’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 | $5.29K | Hold |
58
| – | – | ﹤0.01% | 235 |
|
|
2025
Q1 | $4.54K | Buy |
+58
| New | +$4.54K | ﹤0.01% | 240 |
|
|
2022
Q4 | – | Sell |
-22
| Closed | -$2K | – | 219 |
|
|
2022
Q3 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 177 |
|
|
2022
Q1 | – | Sell |
-11
| Closed | -$1K | – | 197 |
|
|
2021
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 208 |
|