Trajan Wealth’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 | $7.88M | Buy |
86,315
+13,761
| +19% | +$1.26M | 0.39% | 53 |
|
|
2025
Q1 | $5.68M | Buy |
72,554
+7,809
| +12% | +$611K | 0.31% | 60 |
|
|
2024
Q4 | $4.79M | Buy |
64,745
+6,497
| +11% | +$481K | 0.27% | 73 |
|
|
2024
Q3 | $3.78M | Buy |
58,248
+7,606
| +15% | +$493K | 0.22% | 94 |
|
|
2024
Q2 | $3.73M | Buy |
50,642
+6,742
| +15% | +$497K | 0.24% | 90 |
|
|
2024
Q1 | $3.18M | Buy |
+43,900
| New | +$3.18M | 0.21% | 96 |
|