Spartan Planning & 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 | $305K | Sell |
3,339
-8
| -0.2% | -$730 | 0.26% | 65 |
|
|
2025
Q1 | $262K | Buy |
3,347
+281
| +9% | +$22K | 0.25% | 55 |
|
|
2024
Q4 | $227K | Buy |
+3,066
| New | +$227K | 0.21% | 65 |
|
|
2023
Q4 | $116K | Buy |
1,682
+1,677
| +33,540% | +$115K | 0.12% | 87 |
|
|
2023
Q3 | $275 | Buy |
+5
| New | +$275 | ﹤0.01% | 139 |
|
|
2022
Q4 | $68.5K | Buy |
823
+231
| +39% | +$19.2K | 0.09% | 91 |
|
|
2022
Q3 | $43K | Buy |
+592
| New | +$43K | 0.06% | 50 |
|