Opal 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 | $395K | Buy |
4,326
+855
| +25% | +$78K | 0.11% | 99 |
|
|
2025
Q1 | $272K | Buy |
3,471
+245
| +8% | +$19.2K | 0.08% | 134 |
|
|
2024
Q4 | $239K | Sell |
3,226
-96
| -3% | -$7.11K | 0.07% | 161 |
|
|
2024
Q3 | $215K | Sell |
3,322
-70
| -2% | -$4.54K | 0.07% | 172 |
|
|
2024
Q2 | $250K | Buy |
+3,392
| New | +$250K | 0.08% | 141 |
|