SWMG
Signature Wealth Management Group’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Sell |
3,062
-675
| -18% | -$61.6K | 0.11% | 105 |
|
|
2025
Q1 | $293K | Sell |
3,737
-21,237
| -85% | -$1.66M | 0.11% | 104 |
|
|
2024
Q4 | $1.85M | Buy |
24,974
+666
| +3% | +$49.3K | 0.74% | 56 |
|
|
2024
Q3 | $1.58M | Buy |
24,308
+128
| +0.5% | +$8.3K | 0.63% | 59 |
|
|
2024
Q2 | $1.78M | Buy |
24,180
+344
| +1% | +$25.3K | 0.78% | 51 |
|
|
2024
Q1 | $1.75M | Buy |
23,836
+2,242
| +10% | +$165K | 0.8% | 43 |
|
|
2023
Q4 | $1.49M | Buy |
+21,594
| New | +$1.49M | 0.69% | 52 |
|
|
2023
Q2 | $1.12M | Sell |
19,755
-442
| -2% | -$25.1K | 0.52% | 67 |
|
|
2023
Q1 | $1.06M | Buy |
+20,197
| New | +$1.06M | 0.5% | 68 |
|
|
2020
Q1 | – | Sell |
-15,494
| Closed | -$737K | – | 79 |
|
|
2019
Q4 | $737K | Buy |
15,494
+156
| +1% | +$7.42K | 0.47% | 57 |
|
|
2019
Q3 | $642K | Sell |
15,338
-262
| -2% | -$11K | 0.43% | 55 |
|
|
2019
Q2 | $637K | Buy |
+15,600
| New | +$637K | 0.43% | 58 |
|
|
2018
Q3 | – | Sell |
-13
| Closed | -$1K | – | 348 |
|
|
2018
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 315 |
|
|
2018
Q1 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 319 |
|