Salvus 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 | $6.69M | Sell |
73,307
-1,491
| -2% | -$136K | 3.9% | 2 |
|
|
2025
Q1 | $5.86M | Buy |
74,798
+365
| +0.5% | +$28.6K | 3.67% | 4 |
|
|
2024
Q4 | $5.51M | Sell |
74,433
-385
| -0.5% | -$28.5K | 3.51% | 6 |
|
|
2024
Q3 | $4.85M | Buy |
74,818
+519
| +0.7% | +$33.6K | 2.98% | 7 |
|
|
2024
Q2 | $5.48M | Sell |
74,299
-1,135
| -2% | -$83.6K | 3.76% | 4 |
|
|
2024
Q1 | $5.46M | Sell |
75,434
-439
| -0.6% | -$31.8K | 3.73% | 4 |
|
|
2023
Q4 | $5.22M | Buy |
75,873
+15,878
| +26% | +$1.09M | 3.71% | 4 |
|
|
2023
Q3 | $3.29M | Buy |
59,995
+377
| +0.6% | +$20.7K | 2.61% | 12 |
|
|
2023
Q2 | $3.38M | Buy |
59,618
+6,794
| +13% | +$385K | 2.6% | 12 |
|
|
2023
Q1 | $2.77M | Buy |
52,824
+15,596
| +42% | +$817K | 2.24% | 14 |
|
|
2022
Q4 | $3.1M | Sell |
37,228
-85
| -0.2% | -$7.08K | 2.84% | 7 |
|
|
2022
Q3 | $2.68M | Buy |
37,313
+30
| +0.1% | +$2.16K | 2.55% | 10 |
|
|
2022
Q2 | $2.36M | Buy |
37,283
+1,310
| +4% | +$82.8K | 2.11% | 12 |
|
|
2022
Q1 | $3.03M | Sell |
35,973
-437
| -1% | -$36.8K | 2.32% | 10 |
|
|
2021
Q4 | $3.06M | Buy |
36,410
+110
| +0.3% | +$9.25K | 2.24% | 11 |
|
|
2021
Q3 | $2.64M | Buy |
36,300
+535
| +1% | +$39K | 2.16% | 14 |
|
|
2021
Q2 | $2.63M | Sell |
35,765
-1,345
| -4% | -$98.9K | 2.22% | 12 |
|
|
2021
Q1 | $2.48M | Buy |
37,110
+180
| +0.5% | +$12K | 2.32% | 13 |
|
|
2020
Q4 | $2.18M | Buy |
+36,930
| New | +$2.18M | 2.36% | 12 |
|