TVWM
Tower View Wealth Management’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Buy |
+2,323
| New | +$212K | 0.11% | 59 |
|
|
2019
Q1 | – | Sell |
-645
| Closed | -$27K | – | 148 |
|
|
2018
Q4 | $27K | Sell |
645
-37,956
| -98% | -$1.59M | 0.03% | 91 |
|
|
2018
Q3 | $1.9M | Buy |
38,601
+338
| +0.9% | +$16.6K | 1.66% | 24 |
|
|
2018
Q2 | $1.96M | Buy |
38,263
+191
| +0.5% | +$9.76K | 1.84% | 17 |
|
|
2018
Q1 | $1.99M | Sell |
38,072
-4,177
| -10% | -$218K | 1.99% | 18 |
|
|
2017
Q4 | $2.17M | Buy |
+42,249
| New | +$2.17M | 2% | 15 |
|