Purus 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 | $353K | Sell |
3,870
-35
| -0.9% | -$3.19K | 0.12% | 95 |
|
|
2025
Q1 | $306K | Buy |
3,905
+7
| +0.2% | +$548 | 0.13% | 94 |
|
|
2024
Q4 | $289K | Sell |
3,898
-285
| -7% | -$21.1K | 0.11% | 96 |
|
|
2024
Q3 | $271K | Buy |
4,183
+7
| +0.2% | +$454 | 0.11% | 98 |
|
|
2024
Q2 | $308K | Buy |
4,176
+7
| +0.2% | +$516 | 0.14% | 90 |
|
|
2024
Q1 | $302K | Buy |
4,169
+7
| +0.2% | +$506 | 0.15% | 87 |
|
|
2023
Q4 | $286K | Buy |
4,162
+189
| +5% | +$13K | 0.17% | 96 |
|
|
2023
Q3 | $218K | Buy |
3,973
+108
| +3% | +$5.93K | 0.15% | 110 |
|
|
2023
Q2 | $219K | Sell |
3,865
-1,172
| -23% | -$66.4K | 0.14% | 112 |
|
|
2023
Q1 | $264K | Buy |
5,037
+1,339
| +36% | +$70.1K | 0.21% | 95 |
|
|
2022
Q4 | $308K | Buy |
3,698
+6
| +0.2% | +$500 | 0.28% | 78 |
|
|
2022
Q3 | $265K | Sell |
3,692
-152
| -4% | -$10.9K | 0.24% | 84 |
|
|
2022
Q2 | $243K | Sell |
3,844
-354
| -8% | -$22.4K | 0.22% | 89 |
|
|
2022
Q1 | $354K | Sell |
4,198
-1
| -0% | -$84 | 0.24% | 78 |
|
|
2021
Q4 | $353K | Buy |
+4,199
| New | +$353K | 0.22% | 81 |
|