Sax 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 | $802K | Buy |
8,794
+214
| +2% | +$19.5K | 0.05% | 195 |
|
|
2025
Q1 | $672K | Buy |
8,580
+2,239
| +35% | +$175K | 0.05% | 181 |
|
|
2024
Q4 | $469K | Sell |
6,341
-402
| -6% | -$29.8K | 0.04% | 199 |
|
|
2024
Q3 | $437K | Sell |
6,743
-88
| -1% | -$5.7K | 0.04% | 174 |
|
|
2024
Q2 | $503K | Buy |
+6,831
| New | +$503K | 0.05% | 143 |
|