Olistico Wealth’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 | $237K | Sell |
2,594
-2,786
| -52% | -$254K | 0.13% | 83 |
|
|
2025
Q1 | $421K | Buy |
5,380
+1
| +0% | +$78 | 0.26% | 70 |
|
|
2024
Q4 | $398K | Buy |
5,379
+2
| +0% | +$148 | 0.23% | 72 |
|
|
2024
Q3 | $349K | Sell |
5,377
-2,131
| -28% | -$138K | 0.21% | 79 |
|
|
2024
Q2 | $553K | Buy |
7,508
+3,301
| +78% | +$243K | 0.35% | 56 |
|
|
2024
Q1 | $304K | Buy |
+4,207
| New | +$304K | 0.22% | 86 |
|