Semus 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 | $389K | Sell |
4,267
-188
| -4% | -$17.2K | 0.25% | 70 |
|
|
2025
Q1 | $349K | Buy |
4,455
+34
| +0.8% | +$2.66K | 0.24% | 72 |
|
|
2024
Q4 | $327K | Buy |
4,421
+13
| +0.3% | +$962 | 0.22% | 75 |
|
|
2024
Q3 | $286K | Buy |
4,408
+684
| +18% | +$44.3K | 0.2% | 92 |
|
|
2024
Q2 | $274K | Buy |
3,724
+341
| +10% | +$25.1K | 0.21% | 86 |
|
|
2024
Q1 | $245K | Buy |
3,383
+11
| +0.3% | +$796 | 0.21% | 107 |
|
|
2023
Q4 | $232K | Buy |
+3,372
| New | +$232K | 0.19% | 109 |
|