Strata Wealth Advisors’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 | $2.9M | Buy |
31,817
+53
| +0.2% | +$4.84K | 0.8% | 21 |
|
|
2025
Q1 | $2.49M | Sell |
31,764
-1,077
| -3% | -$84.3K | 0.77% | 20 |
|
|
2024
Q4 | $2.43M | Buy |
32,841
+57
| +0.2% | +$4.22K | 0.76% | 20 |
|
|
2024
Q3 | $2.12M | Sell |
32,784
-273
| -0.8% | -$17.7K | 0.68% | 23 |
|
|
2024
Q2 | $2.44M | Sell |
33,057
-533
| -2% | -$39.3K | 0.84% | 18 |
|
|
2024
Q1 | $2.43M | Sell |
33,590
-8,684
| -21% | -$628K | 0.85% | 17 |
|
|
2023
Q4 | $2.91M | Buy |
+42,274
| New | +$2.91M | 1.15% | 15 |
|