SVWAG
Sound View Wealth Advisors Group’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Buy |
3,881
+123
| +3% | +$11.2K | 0.03% | 322 |
|
|
2025
Q1 | $294K | Sell |
3,758
-29
| -0.8% | -$2.27K | 0.02% | 336 |
|
|
2024
Q4 | $280K | Sell |
3,787
-178
| -4% | -$13.2K | 0.02% | 354 |
|
|
2024
Q3 | $257K | Sell |
3,965
-601
| -13% | -$39K | 0.02% | 364 |
|
|
2024
Q2 | $336K | Sell |
4,566
-39
| -0.8% | -$2.87K | 0.03% | 284 |
|
|
2024
Q1 | $333K | Sell |
4,605
-145
| -3% | -$10.5K | 0.04% | 291 |
|
|
2023
Q4 | $327K | Buy |
4,750
+46
| +1% | +$3.17K | 0.04% | 290 |
|
|
2023
Q3 | $258K | Buy |
4,704
+34
| +0.7% | +$1.87K | 0.03% | 311 |
|
|
2023
Q2 | $265K | Sell |
4,670
-574
| -11% | -$32.5K | 0.03% | 305 |
|
|
2023
Q1 | $275K | Buy |
5,244
+494
| +10% | +$25.9K | 0.04% | 295 |
|
|
2022
Q4 | $327K | Buy |
+4,750
| New | +$327K | 0.04% | 290 |
|