TritonPoint 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 | $245K | Buy |
+2,688
| New | +$245K | 0.02% | 310 |
|
|
2024
Q3 | – | Sell |
-2,908
| Closed | -$214K | – | 340 |
|
|
2024
Q2 | $214K | Buy |
+2,908
| New | +$214K | 0.02% | 307 |
|
|
2024
Q1 | – | Sell |
-3,607
| Closed | -$248K | – | 320 |
|
|
2023
Q4 | $248K | Buy |
+3,607
| New | +$248K | 0.02% | 302 |
|