NWAM LLC’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 | $243K | Buy |
+2,461
| New | +$243K | 0.02% | 473 |
|
|
2024
Q1 | – | Sell |
-3,040
| Closed | -$209K | – | 599 |
|
|
2023
Q4 | $209K | Buy |
+3,040
| New | +$209K | 0.02% | 520 |
|
|
2023
Q1 | – | Sell |
-2,667
| Closed | -$222K | – | 539 |
|
|
2022
Q4 | $222K | Buy |
+2,667
| New | +$222K | 0.02% | 469 |
|
|
2022
Q3 | – | Sell |
-3,214
| Closed | -$204K | – | 527 |
|
|
2022
Q2 | $204K | Buy |
+3,214
| New | +$204K | 0.02% | 493 |
|
|
2022
Q1 | – | Sell |
-2,379
| Closed | -$200K | – | 559 |
|
|
2021
Q4 | $200K | Buy |
+2,379
| New | +$200K | 0.02% | 489 |
|
|
2021
Q2 | – | Sell |
-3,079
| Closed | -$201K | – | 513 |
|
|
2021
Q1 | $201K | Buy |
+3,079
| New | +$201K | 0.02% | 457 |
|