Quotient 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 | $559K | Buy |
6,125
+1,532
| +33% | +$140K | 0.02% | 168 |
|
|
2025
Q1 | $360K | Buy |
4,593
+479
| +12% | +$37.5K | 0.01% | 223 |
|
|
2024
Q4 | $304K | Sell |
4,114
-20
| -0.5% | -$1.48K | 0.01% | 242 |
|
|
2024
Q3 | $268K | Sell |
4,134
-806
| -16% | -$52.2K | 0.01% | 266 |
|
|
2024
Q2 | $364K | Buy |
4,940
+756
| +18% | +$55.7K | 0.01% | 214 |
|
|
2024
Q1 | $303K | Buy |
4,184
+870
| +26% | +$62.9K | 0.01% | 232 |
|
|
2023
Q4 | $228K | Buy |
+3,314
| New | +$228K | 0.01% | 255 |
|