SMART 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 | $280K | Buy |
3,066
+479
| +19% | +$43.7K | 0.09% | 143 |
|
|
2025
Q1 | $203K | Buy |
+2,587
| New | +$203K | 0.07% | 151 |
|
|
2024
Q3 | – | Sell |
-2,802
| Closed | -$206K | – | 156 |
|
|
2024
Q2 | $206K | Buy |
+2,802
| New | +$206K | 0.08% | 117 |
|
|
2023
Q1 | – | Sell |
-2,492
| Closed | -$207K | – | 80 |
|
|
2022
Q4 | $207K | Buy |
+2,492
| New | +$207K | 0.16% | 82 |
|