Ruedi 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 | – | Sell |
-40
| Closed | -$3.13K | – | 271 |
|
|
2025
Q1 | $3.13K | Hold |
40
| – | – | ﹤0.01% | 244 |
|
|
2024
Q4 | $2.96K | Hold |
40
| – | – | ﹤0.01% | 247 |
|
|
2024
Q3 | $2.59K | Sell |
40
-40
| -50% | -$2.59K | ﹤0.01% | 259 |
|
|
2024
Q2 | $5.9K | Buy |
+80
| New | +$5.9K | ﹤0.01% | 235 |
|
|
2023
Q2 | – | Sell |
-396
| Closed | -$20.7K | – | 260 |
|
|
2023
Q1 | $20.7K | Hold |
396
| – | – | 0.01% | 124 |
|
|
2022
Q4 | $33K | Buy |
+396
| New | +$33K | 0.02% | 91 |
|