Tradition Wealth Management’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 | $275K | Buy |
3,019
+5
| +0.2% | +$456 | 0.02% | 371 |
|
|
2025
Q1 | $236K | Buy |
+3,014
| New | +$236K | 0.02% | 382 |
|
|
2024
Q1 | – | Sell |
-2,026
| Closed | -$139K | – | 1032 |
|
|
2023
Q4 | $139K | Buy |
2,026
+7
| +0.3% | +$480 | 0.01% | 389 |
|
|
2023
Q3 | $111K | Sell |
2,019
-981
| -33% | -$53.9K | 0.01% | 415 |
|
|
2023
Q2 | $170K | Buy |
3,000
+827
| +38% | +$46.9K | 0.02% | 335 |
|
|
2023
Q1 | $114K | Buy |
2,173
+645
| +42% | +$33.8K | 0.01% | 409 |
|
|
2022
Q4 | $127K | Hold |
1,528
| – | – | 0.02% | 327 |
|
|
2022
Q3 | $110K | Buy |
+1,528
| New | +$110K | 0.02% | 346 |
|
|
2022
Q1 | – | Sell |
-34
| Closed | -$3K | – | 1192 |
|
|
2021
Q4 | $3K | Buy |
+34
| New | +$3K | ﹤0.01% | 1144 |
|