Power 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 | $2.94M | Sell |
32,224
-1,450
| -4% | -$132K | 1.13% | 17 |
|
|
2025
Q1 | $2.64M | Buy |
33,674
+1,399
| +4% | +$110K | 1.07% | 18 |
|
|
2024
Q4 | $2.39M | Buy |
32,275
+19,870
| +160% | +$1.47M | 1% | 24 |
|
|
2024
Q3 | $804K | Buy |
12,405
+1,590
| +15% | +$103K | 0.34% | 55 |
|
|
2024
Q2 | $797K | Buy |
10,815
+922
| +9% | +$67.9K | 0.38% | 51 |
|
|
2024
Q1 | $716K | Buy |
9,893
+934
| +10% | +$67.6K | 0.45% | 51 |
|
|
2023
Q4 | $616K | Buy |
+8,959
| New | +$616K | 0.43% | 47 |
|