RWA 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 | $17.8M | Sell |
195,225
-5,590
| -3% | -$510K | 0.22% | 69 |
|
|
2025
Q1 | $15.7M | Sell |
200,815
-9,729
| -5% | -$762K | 0.2% | 76 |
|
|
2024
Q4 | $15.6M | Sell |
210,544
-2,480
| -1% | -$184K | 0.19% | 78 |
|
|
2024
Q3 | $13.8M | Sell |
213,024
-73,580
| -26% | -$4.77M | 0.17% | 83 |
|
|
2024
Q2 | $21.1M | Sell |
286,604
-10,635
| -4% | -$784K | 0.28% | 57 |
|
|
2024
Q1 | $21.5M | Sell |
297,239
-21,767
| -7% | -$1.57M | 0.29% | 60 |
|
|
2023
Q4 | $21.9M | Buy |
319,006
+255,735
| +404% | +$17.6M | 0.31% | 48 |
|
|
2023
Q3 | $3.47M | Sell |
63,271
-189
| -0.3% | -$10.4K | 0.08% | 100 |
|
|
2023
Q2 | $3.6M | Buy |
+63,460
| New | +$3.6M | 0.08% | 93 |
|
|
2018
Q3 | – | Sell |
-2,045
| Closed | -$104K | – | 614 |
|
|
2018
Q2 | $104K | Buy |
2,045
+771
| +61% | +$39.2K | 0.01% | 318 |
|
|
2018
Q1 | $67K | Buy |
+1,274
| New | +$67K | 0.01% | 308 |
|