Prestige Wealth Management Group’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 | $14K | Hold |
153
| – | – | ﹤0.01% | 388 |
|
|
2025
Q1 | $12K | Hold |
153
| – | – | ﹤0.01% | 408 |
|
|
2024
Q4 | $11.3K | Sell |
153
-79
| -34% | -$5.85K | ﹤0.01% | 443 |
|
|
2024
Q3 | $15K | Sell |
232
-3,730
| -94% | -$242K | ﹤0.01% | 384 |
|
|
2024
Q2 | $292K | Buy |
3,962
+3,758
| +1,842% | +$277K | 0.06% | 120 |
|
|
2024
Q1 | $14.8K | Sell |
204
-4,449
| -96% | -$322K | ﹤0.01% | 382 |
|
|
2023
Q4 | $320K | Buy |
4,653
+569
| +14% | +$39.1K | 0.07% | 113 |
|
|
2023
Q3 | $224K | Buy |
4,084
+3,905
| +2,182% | +$214K | 0.06% | 128 |
|
|
2023
Q2 | $10.1K | Buy |
179
+23
| +15% | +$1.3K | ﹤0.01% | 454 |
|
|
2023
Q1 | $8.17K | Sell |
156
-57
| -27% | -$2.99K | ﹤0.01% | 481 |
|
|
2022
Q4 | $17.7K | Buy |
213
+18
| +9% | +$1.5K | ﹤0.01% | 367 |
|
|
2022
Q3 | $14K | Hold |
195
| – | – | ﹤0.01% | 373 |
|
|
2022
Q2 | $13K | Sell |
195
-40
| -17% | -$2.67K | ﹤0.01% | 401 |
|
|
2022
Q1 | $20K | Sell |
235
-12
| -5% | -$1.02K | ﹤0.01% | 352 |
|
|
2021
Q4 | $21K | Sell |
247
-10
| -4% | -$850 | 0.01% | 375 |
|
|
2021
Q3 | $19K | Hold |
257
| – | – | ﹤0.01% | 385 |
|
|
2021
Q2 | $19K | Buy |
257
+10
| +4% | +$739 | 0.01% | 367 |
|
|
2021
Q1 | $17K | Buy |
247
+19
| +8% | +$1.31K | ﹤0.01% | 382 |
|
|
2020
Q4 | $12K | Buy |
228
+151
| +196% | +$7.95K | ﹤0.01% | 427 |
|
|
2020
Q3 | $2K | Hold |
77
| – | – | ﹤0.01% | 699 |
|
|
2020
Q2 | $2K | Hold |
77
| – | – | ﹤0.01% | 692 |
|
|
2020
Q1 | $2K | Buy |
77
+64
| +492% | +$1.66K | ﹤0.01% | 667 |
|
|
2019
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 550 |
|
|
2019
Q1 | – | Sell |
-219
| Closed | -$9K | – | 1011 |
|
|
2018
Q4 | $9K | Buy |
+219
| New | +$9K | 0.01% | 459 |
|