Simplicity Wealth’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 |
10,996
+6,300
| +134% | +$575K | 0.04% | 330 |
|
|
2025
Q1 | $368K | Sell |
4,696
-376
| -7% | -$29.4K | 0.03% | 391 |
|
|
2024
Q4 | $375K | Buy |
5,072
+1,465
| +41% | +$108K | 0.08% | 199 |
|
|
2024
Q3 | $234K | Sell |
3,607
-26,824
| -88% | -$1.74M | 0.02% | 440 |
|
|
2024
Q2 | $2.24M | Buy |
30,431
+4,364
| +17% | +$322K | 0.05% | 333 |
|
|
2024
Q1 | $1.89M | Buy |
+26,067
| New | +$1.89M | 0.04% | 363 |
|