Spire 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 | $5.19M | Sell |
58,346
-79,243
| -58% | -$7.05M | 0.19% | 101 |
|
|
2025
Q1 | $10.8M | Buy |
137,589
+47,939
| +53% | +$3.75M | 0.34% | 61 |
|
|
2024
Q4 | $6.63M | Buy |
89,650
+1,355
| +2% | +$100K | 0.21% | 103 |
|
|
2024
Q3 | $5.72M | Sell |
88,295
-1,846
| -2% | -$120K | 0.19% | 110 |
|
|
2024
Q2 | $6.63M | Buy |
90,141
+71,147
| +375% | +$5.23M | 0.23% | 91 |
|
|
2024
Q1 | $1.37M | Sell |
18,994
-607
| -3% | -$43.9K | 0.02% | 303 |
|
|
2023
Q4 | $1.25M | Buy |
19,601
+2,016
| +11% | +$129K | 0.04% | 314 |
|
|
2023
Q3 | $965K | Buy |
17,585
+2,158
| +14% | +$118K | 0.04% | 338 |
|
|
2023
Q2 | $874K | Buy |
15,427
+1,337
| +9% | +$75.8K | 0.03% | 372 |
|
|
2023
Q1 | $738K | Buy |
14,090
+5,650
| +67% | +$296K | 0.03% | 401 |
|
|
2022
Q4 | $703K | Sell |
8,440
-34
| -0.4% | -$2.83K | 0.04% | 291 |
|
|
2022
Q3 | $609K | Sell |
8,474
-3,672
| -30% | -$264K | 0.04% | 294 |
|
|
2022
Q2 | $767K | Sell |
12,146
-115,099
| -90% | -$7.27M | 0.03% | 383 |
|
|
2022
Q1 | $10.7M | Buy |
127,245
+93,739
| +280% | +$7.91M | 0.29% | 91 |
|
|
2021
Q4 | $2.82M | Buy |
33,506
+13,096
| +64% | +$1.1M | 0.06% | 260 |
|
|
2021
Q3 | $1.49M | Sell |
20,410
-798
| -4% | -$58.1K | 0.04% | 330 |
|
|
2021
Q2 | $1.54M | Sell |
21,208
-24,109
| -53% | -$1.75M | 0.04% | 335 |
|
|
2021
Q1 | $2.93M | Buy |
+45,317
| New | +$2.93M | 0.08% | 217 |
|