RWA
Redhawk Wealth Advisors’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Sell |
2,460
-697
| -22% | -$63.6K | 0.03% | 306 |
|
|
2025
Q1 | $247K | Buy |
3,157
+5
| +0.2% | +$391 | 0.03% | 254 |
|
|
2024
Q4 | $233K | Buy |
3,152
+4
| +0.1% | +$296 | 0.03% | 261 |
|
|
2024
Q3 | $204K | Sell |
3,148
-25,817
| -89% | -$1.67M | 0.03% | 296 |
|
|
2024
Q2 | $2.13M | Sell |
28,965
-926
| -3% | -$68.2K | 0.33% | 72 |
|
|
2024
Q1 | $2.16M | Sell |
29,891
-891
| -3% | -$64.5K | 0.35% | 62 |
|
|
2023
Q4 | $2.12M | Buy |
+30,782
| New | +$2.12M | 0.41% | 55 |
|
|
2023
Q2 | – | Sell |
-14,207
| Closed | -$744K | – | 226 |
|
|
2023
Q1 | $744K | Buy |
14,207
+9,397
| +195% | +$492K | 0.25% | 93 |
|
|
2022
Q4 | $400K | Buy |
+4,810
| New | +$400K | 0.16% | 129 |
|
|
2022
Q1 | – | Sell |
-3,900
| Closed | -$328K | – | 255 |
|
|
2021
Q4 | $328K | Buy |
+3,900
| New | +$328K | 0.08% | 164 |
|