Tempus Wealth Planning’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 | $518K | Sell |
5,681
-87
| -2% | -$7.94K | 0.13% | 162 |
|
|
2025
Q1 | $451K | Sell |
5,768
-92
| -2% | -$7.2K | 0.13% | 159 |
|
|
2024
Q4 | $434K | Sell |
5,860
-360
| -6% | -$26.6K | 0.13% | 160 |
|
|
2024
Q3 | $403K | Buy |
6,220
+476
| +8% | +$30.8K | 0.15% | 145 |
|
|
2024
Q2 | $423K | Buy |
5,744
+1,041
| +22% | +$76.7K | 0.18% | 122 |
|
|
2024
Q1 | $340K | Buy |
4,703
+1,231
| +35% | +$89K | 0.15% | 140 |
|
|
2023
Q4 | $239K | Buy |
+3,472
| New | +$239K | 0.1% | 168 |
|
|
2023
Q3 | – | Sell |
-5,980
| Closed | -$339K | – | 186 |
|
|
2023
Q2 | $339K | Buy |
5,980
+1,558
| +35% | +$88.3K | 0.15% | 132 |
|
|
2023
Q1 | $232K | Buy |
+4,422
| New | +$232K | 0.11% | 157 |
|
|
2022
Q4 | – | Sell |
-3,409
| Closed | -$245K | – | 195 |
|
|
2022
Q3 | $245K | Buy |
+3,409
| New | +$245K | 0.16% | 150 |
|