Sculati 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 | $3.71M | Sell |
40,639
-421
| -1% | -$38.4K | 1.39% | 21 |
|
|
2025
Q1 | $3.21M | Sell |
41,060
-845
| -2% | -$66.1K | 1.3% | 18 |
|
|
2024
Q4 | $3.1M | Sell |
41,905
-192
| -0.5% | -$14.2K | 1.23% | 23 |
|
|
2024
Q3 | $2.73M | Sell |
42,097
-576
| -1% | -$37.3K | 1.09% | 27 |
|
|
2024
Q2 | $3.14M | Sell |
42,673
-315
| -0.7% | -$23.2K | 1.34% | 19 |
|
|
2024
Q1 | $3.11M | Buy |
42,988
+17
| +0% | +$1.23K | 1.34% | 21 |
|
|
2023
Q4 | $2.96M | Buy |
42,971
+165
| +0.4% | +$11.4K | 1.38% | 21 |
|
|
2023
Q3 | $2.35M | Buy |
42,806
+620
| +1% | +$34K | 1.2% | 27 |
|
|
2023
Q2 | $2.39M | Buy |
42,186
+125
| +0.3% | +$7.09K | 1.2% | 26 |
|
|
2023
Q1 | $2.2M | Buy |
42,061
+967
| +2% | +$50.7K | 1.17% | 26 |
|
|
2022
Q4 | $3.42M | Buy |
41,094
+174
| +0.4% | +$14.5K | 1.92% | 10 |
|
|
2022
Q3 | $2.94M | Buy |
40,920
+254
| +0.6% | +$18.3K | 1.74% | 12 |
|
|
2022
Q2 | $2.57M | Buy |
40,666
+330
| +0.8% | +$20.8K | 1.47% | 16 |
|
|
2022
Q1 | $3.4M | Buy |
40,336
+611
| +2% | +$51.5K | 1.66% | 13 |
|
|
2021
Q4 | $3.34M | Buy |
39,725
+346
| +0.9% | +$29.1K | 1.61% | 15 |
|
|
2021
Q3 | $2.87M | Buy |
39,379
+172
| +0.4% | +$12.5K | 1.52% | 16 |
|
|
2021
Q2 | $2.86M | Buy |
39,207
+105
| +0.3% | +$7.65K | 1.51% | 16 |
|
|
2021
Q1 | $2.55M | Sell |
39,102
-1,405
| -3% | -$91.6K | 1.47% | 19 |
|
|
2020
Q4 | $2.15M | Buy |
40,507
+262
| +0.7% | +$13.9K | 1.41% | 21 |
|
|
2020
Q3 | $1.46M | Buy |
40,245
+1,483
| +4% | +$53.7K | 1.09% | 30 |
|
|
2020
Q2 | $1.31M | Buy |
38,762
+15,057
| +64% | +$508K | 1.1% | 33 |
|
|
2020
Q1 | $797K | Buy |
+23,705
| New | +$797K | 0.88% | 39 |
|