Private 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 | $30.2K | Hold |
331
| – | – | 0.01% | 233 |
|
|
2025
Q1 | $25.9K | Hold |
331
| – | – | 0.01% | 254 |
|
|
2024
Q4 | $24.5K | Hold |
331
| – | – | 0.01% | 264 |
|
|
2024
Q3 | $21.5K | Sell |
331
-2
| -0.6% | -$130 | 0.01% | 268 |
|
|
2024
Q2 | $24.5K | Hold |
333
| – | – | 0.01% | 245 |
|
|
2024
Q1 | $24.1K | Buy |
333
+5
| +2% | +$362 | 0.01% | 239 |
|
|
2023
Q4 | $22.6K | Buy |
+328
| New | +$22.6K | 0.01% | 249 |
|