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
Q3
$120K Buy
2025
Q2
$114K Buy
2025
Q1
$97.6K Buy
2024
Q4
$92K Sell
2024
Q3
$81.7K Buy
2024
Q2
$92.5K Sell
2024
Q1
$99.5K Buy
2023
Q4
$94.3K Sell
2023
Q3
$80.6K Buy
2023
Q2
$82.8K Buy