RDWM
Red Door Wealth Management’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Hold |
3,104
| – | – | 0.03% | 215 |
|
|
2025
Q1 | $243K | Buy |
3,104
+30
| +1% | +$2.35K | 0.04% | 203 |
|
|
2024
Q4 | $228K | Sell |
3,074
-250
| -8% | -$18.5K | 0.03% | 209 |
|
|
2024
Q3 | $215K | Buy |
3,324
+250
| +8% | +$16.2K | 0.04% | 201 |
|
|
2024
Q2 | $227K | Hold |
3,074
| – | – | 0.04% | 180 |
|
|
2024
Q1 | $222K | Sell |
3,074
-676
| -18% | -$48.9K | 0.04% | 179 |
|
|
2023
Q4 | $258K | Buy |
3,750
+40
| +1% | +$2.75K | 0.06% | 167 |
|
|
2023
Q3 | $204K | Sell |
3,710
-1,138
| -23% | -$62.5K | 0.05% | 172 |
|
|
2023
Q2 | $275K | Buy |
+4,848
| New | +$275K | 0.06% | 187 |
|
|
2021
Q3 | – | Sell |
-361
| Closed | -$26K | – | 520 |
|
|
2021
Q2 | $26K | Buy |
+361
| New | +$26K | 0.01% | 320 |
|