Tidemark’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 | $4.65K | Hold |
51
| – | – | ﹤0.01% | 532 |
|
|
2025
Q1 | $3.99K | Hold |
51
| – | – | ﹤0.01% | 554 |
|
|
2024
Q4 | $3.78K | Hold |
51
| – | – | ﹤0.01% | 543 |
|
|
2024
Q3 | $3.31K | Hold |
51
| – | – | ﹤0.01% | 520 |
|
|
2024
Q2 | $3.76K | Hold |
51
| – | – | ﹤0.01% | 494 |
|
|
2024
Q1 | $3.69K | Hold |
51
| – | – | ﹤0.01% | 548 |
|
|
2023
Q4 | $3.51K | Buy |
+51
| New | +$3.51K | ﹤0.01% | 547 |
|