Oak Harbor Wealth Partners’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 | $917K | Buy |
10,046
+755
| +8% | +$68.9K | 0.25% | 89 |
|
|
2025
Q1 | $727K | Buy |
9,291
+5,053
| +119% | +$396K | 0.21% | 98 |
|
|
2024
Q4 | $314K | Buy |
4,238
+1
| +0% | +$74 | 0.09% | 139 |
|
|
2024
Q3 | $275K | Buy |
4,237
+3
| +0.1% | +$194 | 0.08% | 146 |
|
|
2024
Q2 | $312K | Buy |
4,234
+1
| +0% | +$74 | 0.1% | 133 |
|
|
2024
Q1 | $306K | Buy |
4,233
+2
| +0% | +$145 | 0.1% | 133 |
|
|
2023
Q4 | $291K | Buy |
4,231
+3
| +0.1% | +$206 | 0.1% | 135 |
|
|
2023
Q3 | $232K | Buy |
4,228
+2
| +0% | +$110 | 0.08% | 147 |
|
|
2023
Q2 | $240K | Buy |
+4,226
| New | +$240K | 0.08% | 152 |
|