Peterson Wealth Services’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 | $303K | Sell |
3,320
-336
| -9% | -$30.7K | 0.08% | 106 |
|
|
2025
Q1 | $286K | Sell |
3,656
-134
| -4% | -$10.5K | 0.09% | 109 |
|
|
2024
Q4 | $280K | Buy |
3,790
+19
| +0.5% | +$1.41K | 0.08% | 107 |
|
|
2024
Q3 | $244K | Buy |
+3,771
| New | +$244K | 0.08% | 111 |
|
|
2024
Q1 | – | Sell |
-6,880
| Closed | -$477K | – | 116 |
|
|
2023
Q4 | $477K | Buy |
6,880
+2,018
| +42% | +$140K | 0.2% | 63 |
|
|
2023
Q3 | $265K | Buy |
4,862
+449
| +10% | +$24.5K | 0.2% | 57 |
|
|
2023
Q2 | $252K | Buy |
+4,413
| New | +$252K | 0.12% | 84 |
|