Northwest Capital 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 | $114K | Buy |
1,251
+4
| +0.3% | +$365 | 0.06% | 124 |
|
|
2025
Q1 | $97.6K | Buy |
1,247
+5
| +0.4% | +$391 | 0.04% | 157 |
|
|
2024
Q4 | $92K | Sell |
1,242
-18
| -1% | -$1.33K | 0.04% | 160 |
|
|
2024
Q3 | $81.7K | Buy |
1,260
+5
| +0.4% | +$324 | 0.03% | 169 |
|
|
2024
Q2 | $92.5K | Sell |
1,255
-121
| -9% | -$8.92K | 0.03% | 160 |
|
|
2024
Q1 | $99.5K | Buy |
1,376
+5
| +0.4% | +$362 | 0.03% | 175 |
|
|
2023
Q4 | $94.3K | Sell |
1,371
-96
| -7% | -$6.61K | 0.03% | 175 |
|
|
2023
Q3 | $80.6K | Buy |
1,467
+5
| +0.3% | +$275 | 0.03% | 173 |
|
|
2023
Q2 | $82.8K | Buy |
+1,462
| New | +$82.8K | 0.03% | 168 |
|