TLWM Financial’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 | $1.61M | Buy |
17,687
+120
| +0.7% | +$10.9K | 0.31% | 29 |
|
|
2025
Q1 | $1.38M | Buy |
17,567
+1,106
| +7% | +$86.6K | 0.27% | 35 |
|
|
2024
Q4 | $1.22M | Buy |
16,461
+695
| +4% | +$51.4K | 0.24% | 37 |
|
|
2024
Q3 | $1.02M | Sell |
15,766
-903
| -5% | -$58.5K | 0.21% | 41 |
|
|
2024
Q2 | $1.23M | Buy |
16,669
+318
| +2% | +$23.4K | 0.26% | 32 |
|
|
2024
Q1 | $1.18M | Sell |
16,351
-285
| -2% | -$20.6K | 0.26% | 32 |
|
|
2023
Q4 | $1.14M | Buy |
16,636
+105
| +0.6% | +$7.22K | 0.27% | 32 |
|
|
2023
Q3 | $908K | Buy |
16,531
+554
| +3% | +$30.4K | 0.24% | 34 |
|
|
2023
Q2 | $906K | Buy |
15,977
+407
| +3% | +$23.1K | 0.26% | 34 |
|
|
2023
Q1 | $816K | Buy |
+15,570
| New | +$816K | 0.26% | 35 |
|