PFG Private Wealth Management’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 | – | Sell |
-13
| Closed | -$1.01K | – | 206 |
|
|
2025
Q1 | $1.01K | Buy |
+13
| New | +$1.01K | ﹤0.01% | 242 |
|
|
2022
Q4 | – | Sell |
-35
| Closed | -$3K | – | 411 |
|
|
2022
Q3 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 280 |
|
|
2022
Q2 | – | Sell |
-170
| Closed | -$14K | – | 330 |
|
|
2022
Q1 | $14K | Sell |
170
-4,536
| -96% | -$374K | 0.01% | 192 |
|
|
2021
Q4 | $396K | Sell |
4,706
-216
| -4% | -$18.2K | 0.2% | 44 |
|
|
2021
Q3 | $359K | Buy |
4,922
+111
| +2% | +$8.1K | 0.21% | 37 |
|
|
2021
Q2 | $350K | Buy |
4,811
+598
| +14% | +$43.5K | 0.23% | 39 |
|
|
2021
Q1 | $275K | Buy |
+4,213
| New | +$275K | 0.19% | 41 |
|