Premier Path Wealth Partners’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 | $797K | Buy |
8,739
+922
| +12% | +$84.1K | 0.11% | 193 |
|
|
2025
Q1 | $612K | Buy |
7,817
+140
| +2% | +$11K | 0.1% | 211 |
|
|
2024
Q4 | $568K | Sell |
7,677
-964
| -11% | -$71.3K | 0.09% | 217 |
|
|
2024
Q3 | $560K | Sell |
8,641
-597
| -6% | -$38.7K | 0.09% | 221 |
|
|
2024
Q2 | $681K | Buy |
9,238
+1,062
| +13% | +$78.3K | 0.12% | 182 |
|
|
2024
Q1 | $591K | Buy |
8,176
+235
| +3% | +$17K | 0.11% | 182 |
|
|
2023
Q4 | $546K | Buy |
+7,941
| New | +$546K | 0.12% | 179 |
|