Quadcap 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 | $791K | Buy |
8,664
+136
| +2% | +$12.4K | 0.1% | 178 |
|
|
2025
Q1 | $668K | Buy |
8,528
+43
| +0.5% | +$3.37K | 0.1% | 198 |
|
|
2024
Q4 | $628K | Sell |
8,485
-137
| -2% | -$10.1K | 0.09% | 205 |
|
|
2024
Q3 | $559K | Buy |
8,622
+145
| +2% | +$9.4K | 0.09% | 230 |
|
|
2024
Q2 | $625K | Sell |
8,477
-99
| -1% | -$7.3K | 0.11% | 200 |
|
|
2024
Q1 | $620K | Buy |
+8,576
| New | +$620K | 0.14% | 175 |
|