Northwest Capital Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $120K | Buy |
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|
2025
Q2 | $114K | Buy |
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|
2025
Q1 | $97.6K | Buy |
|
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|
2024
Q4 | $92K | Sell |
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|
2024
Q3 | $81.7K | Buy |
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|
2024
Q2 | $92.5K | Sell |
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|
2024
Q1 | $99.5K | Buy |
|
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|
2023
Q4 | $94.3K | Sell |
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|
2023
Q3 | $80.6K | Buy |
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|
2023
Q2 | $82.8K | Buy |
|