Shira Ridge 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 | $1M | Buy |
10,976
+1
| +0% | +$91 | 0.46% | 33 |
|
|
2025
Q1 | $859K | Buy |
10,975
+1
| +0% | +$78 | 0.43% | 38 |
|
|
2024
Q4 | $812K | Hold |
10,974
| – | – | 0.4% | 37 |
|
|
2024
Q3 | $711K | Buy |
10,974
+2
| +0% | +$130 | 0.36% | 44 |
|
|
2024
Q2 | $809K | Buy |
10,972
+101
| +0.9% | +$7.44K | 0.45% | 35 |
|
|
2024
Q1 | $786K | Buy |
10,871
+26
| +0.2% | +$1.88K | 0.45% | 37 |
|
|
2023
Q4 | $746K | Buy |
10,845
+9
| +0.1% | +$619 | 0.45% | 40 |
|
|
2023
Q3 | $595K | Buy |
10,836
+21
| +0.2% | +$1.15K | 0.39% | 42 |
|
|
2023
Q2 | $613K | Buy |
10,815
+1,426
| +15% | +$80.8K | 0.38% | 38 |
|
|
2023
Q1 | $492K | Hold |
9,389
| – | – | 0.32% | 46 |
|
|
2022
Q4 | $782K | Buy |
+9,389
| New | +$782K | 0.54% | 31 |
|