SAM
Secure Asset Management’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68M | Sell |
29,415
-552
| -2% | -$50.4K | 0.49% | 50 |
|
|
2025
Q1 | $2.35M | Buy |
29,967
+4,902
| +20% | +$384K | 0.47% | 59 |
|
|
2024
Q4 | $1.86M | Buy |
25,065
+2,298
| +10% | +$170K | 0.28% | 84 |
|
|
2024
Q3 | $1.48M | Buy |
22,767
+3,817
| +20% | +$247K | 0.25% | 103 |
|
|
2024
Q2 | $1.4M | Sell |
18,950
-1,236
| -6% | -$91.1K | 0.26% | 92 |
|
|
2024
Q1 | $1.46M | Buy |
20,186
+2,319
| +13% | +$168K | 0.34% | 69 |
|
|
2023
Q4 | $1.23M | Sell |
17,867
-1,126
| -6% | -$77.5K | 0.33% | 75 |
|
|
2023
Q3 | $1.04M | Sell |
18,993
-661
| -3% | -$36.3K | 0.31% | 84 |
|
|
2023
Q2 | $1.11M | Buy |
19,654
+668
| +4% | +$37.9K | 0.34% | 72 |
|
|
2023
Q1 | $994K | Buy |
+18,986
| New | +$994K | 0.33% | 75 |
|