Moss Adams 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 | $422K | Buy |
4,624
+67
| +1% | +$6.11K | 0.04% | 146 |
|
|
2025
Q1 | $357K | Buy |
4,557
+1,145
| +34% | +$89.6K | 0.04% | 151 |
|
|
2024
Q4 | $252K | Buy |
+3,412
| New | +$252K | 0.03% | 168 |
|
|
2024
Q3 | – | Sell |
-3,328
| Closed | -$245K | – | 217 |
|
|
2024
Q2 | $245K | Buy |
+3,328
| New | +$245K | 0.03% | 142 |
|
|
2024
Q1 | – | Sell |
-3,382
| Closed | -$233K | – | 162 |
|
|
2023
Q4 | $233K | Buy |
+3,382
| New | +$233K | 0.05% | 105 |
|
|
2023
Q1 | – | Sell |
-3,762
| Closed | -$313K | – | 205 |
|
|
2022
Q4 | $313K | Buy |
+3,762
| New | +$313K | 0.16% | 68 |
|