Strategic Wealth Partners’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 | $2.3M | Buy |
+25,238
| New | +$2.3M | 0.18% | 94 |
|
|
2024
Q4 | $2.04M | Buy |
24,963
+1,497
| +6% | +$122K | 0.17% | 102 |
|
|
2024
Q3 | $1.52M | Sell |
23,466
-49,883
| -68% | -$3.23M | 0.15% | 115 |
|
|
2024
Q2 | $5.41M | Buy |
73,349
+55,841
| +319% | +$4.11M | 0.56% | 61 |
|
|
2024
Q1 | $1.27M | Sell |
17,508
-5,883
| -25% | -$426K | 0.14% | 113 |
|
|
2023
Q4 | $1.61M | Buy |
23,391
+3,798
| +19% | +$261K | 0.2% | 96 |
|
|
2023
Q3 | $1.08M | Sell |
19,593
-697
| -3% | -$38.3K | 0.14% | 149 |
|
|
2023
Q2 | $1.15M | Buy |
+20,290
| New | +$1.15M | 0.15% | 145 |
|
|
2019
Q2 | – | Sell |
-420
| Closed | -$19K | – | 810 |
|
|
2019
Q1 | $19K | Buy |
420
+350
| +500% | +$15.8K | 0.01% | 383 |
|
|
2018
Q4 | $3K | Hold |
70
| – | – | ﹤0.01% | 624 |
|
|
2018
Q3 | $3K | Hold |
70
| – | – | ﹤0.01% | 592 |
|
|
2018
Q2 | $4K | Hold |
70
| – | – | ﹤0.01% | 660 |
|
|
2018
Q1 | $4K | Hold |
70
| – | – | ﹤0.01% | 677 |
|
|
2017
Q4 | $4K | Buy |
+70
| New | +$4K | ﹤0.01% | 638 |
|