SteelPeak 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 | $253K | Sell |
2,769
-73,070
| -96% | -$6.67M | 0.01% | 427 |
|
|
2025
Q1 | $5.94M | Sell |
75,839
-1,632
| -2% | -$128K | 0.25% | 88 |
|
|
2024
Q4 | $5.73M | Buy |
77,471
+1,710
| +2% | +$127K | 0.23% | 82 |
|
|
2024
Q3 | $4.91M | Buy |
75,761
+2
| +0% | +$130 | 0.21% | 88 |
|
|
2024
Q2 | $5.58M | Buy |
75,759
+71,301
| +1,599% | +$5.25M | 0.26% | 79 |
|
|
2024
Q1 | $323K | Sell |
4,458
-795
| -15% | -$57.5K | 0.02% | 337 |
|
|
2023
Q4 | $361K | Buy |
5,253
+579
| +12% | +$39.8K | 0.02% | 302 |
|
|
2023
Q3 | $257K | Sell |
4,674
-41,455
| -90% | -$2.28M | 0.02% | 342 |
|
|
2023
Q2 | $2.61M | Buy |
46,129
+34,850
| +309% | +$1.98M | 0.16% | 100 |
|
|
2023
Q1 | $591K | Buy |
11,279
+6,168
| +121% | +$323K | 0.04% | 220 |
|
|
2022
Q4 | $426K | Buy |
+5,111
| New | +$426K | 0.03% | 266 |
|
|
2022
Q2 | – | Sell |
-2,544
| Closed | -$214K | – | 442 |
|
|
2022
Q1 | $214K | Buy |
+2,544
| New | +$214K | 0.01% | 372 |
|
|
2021
Q2 | – | Sell |
-18,588
| Closed | -$1.21M | – | 434 |
|
|
2021
Q1 | $1.21M | Sell |
18,588
-278
| -1% | -$18.1K | 0.1% | 134 |
|
|
2020
Q4 | $1M | Buy |
+18,866
| New | +$1M | 0.09% | 154 |
|