One Wealth Advisors’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 | $692K | Sell |
7,587
-186
| -2% | -$17K | 0.1% | 121 |
|
|
2025
Q1 | $608K | Buy |
+7,773
| New | +$608K | 0.09% | 130 |
|
|
2023
Q1 | – | Sell |
-2,469
| Closed | -$206K | – | 522 |
|
|
2022
Q4 | $206K | Buy |
+2,469
| New | +$206K | 0.05% | 185 |
|
|
2019
Q2 | – | Sell |
-2,552
| Closed | -$109K | – | 422 |
|
|
2019
Q1 | $109K | Buy |
+2,552
| New | +$109K | 0.09% | 172 |
|
|
2018
Q4 | – | Sell |
-3,778
| Closed | -$186K | – | 406 |
|
|
2018
Q3 | $186K | Buy |
3,778
+1,049
| +38% | +$51.6K | 0.14% | 136 |
|
|
2018
Q2 | $139K | Hold |
2,729
| – | – | 0.11% | 158 |
|
|
2018
Q1 | $143K | Sell |
2,729
-26
| -0.9% | -$1.36K | 0.13% | 148 |
|
|
2017
Q4 | $142K | Buy |
+2,755
| New | +$142K | 0.12% | 157 |
|