River Wealth Advisors’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 | $495K | Buy |
5,420
+391
| +8% | +$35.7K | 0.06% | 153 |
|
|
2025
Q1 | $394K | Sell |
5,029
-90
| -2% | -$7.05K | 0.05% | 159 |
|
|
2024
Q4 | $379K | Buy |
5,119
+9
| +0.2% | +$666 | 0.05% | 170 |
|
|
2024
Q3 | $331K | Sell |
5,110
-29
| -0.6% | -$1.88K | 0.04% | 171 |
|
|
2024
Q2 | $379K | Buy |
5,139
+580
| +13% | +$42.7K | 0.05% | 155 |
|
|
2024
Q1 | $330K | Sell |
4,559
-1,172
| -20% | -$84.8K | 0.05% | 169 |
|
|
2023
Q4 | $394K | Buy |
5,731
+649
| +13% | +$44.6K | 0.06% | 151 |
|
|
2023
Q3 | $279K | Sell |
5,082
-75
| -1% | -$4.12K | 0.05% | 176 |
|
|
2023
Q2 | $292K | Buy |
5,157
+202
| +4% | +$11.4K | 0.05% | 180 |
|
|
2023
Q1 | $260K | Buy |
4,955
+546
| +12% | +$28.6K | 0.05% | 184 |
|
|
2022
Q4 | $367K | Sell |
4,409
-40
| -0.9% | -$3.33K | 0.07% | 168 |
|
|
2022
Q3 | $320K | Buy |
4,449
+40
| +0.9% | +$2.88K | 0.07% | 166 |
|
|
2022
Q2 | $279K | Buy |
+4,409
| New | +$279K | 0.05% | 187 |
|
|
2019
Q3 | – | Sell |
-12,584
| Closed | -$506K | – | 162 |
|
|
2019
Q2 | $506K | Sell |
12,584
-2,398
| -16% | -$96.4K | 0.2% | 107 |
|
|
2019
Q1 | $641K | Sell |
14,982
-2,425
| -14% | -$104K | 0.27% | 97 |
|
|
2018
Q4 | $723K | Sell |
17,407
-3,878
| -18% | -$161K | 0.32% | 83 |
|
|
2018
Q3 | $1.05M | Buy |
21,285
+400
| +2% | +$19.7K | 0.39% | 82 |
|
|
2018
Q2 | $1.07M | Buy |
+20,885
| New | +$1.07M | 0.42% | 78 |
|