True Wealth Design’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 | $15.9K | Buy |
174
+25
| +17% | +$2.28K | 0.01% | 447 |
|
|
2025
Q1 | $11.7K | Buy |
149
+133
| +831% | +$10.4K | ﹤0.01% | 434 |
|
|
2024
Q4 | $1.18K | Buy |
+16
| New | +$1.18K | ﹤0.01% | 888 |
|
|
2024
Q3 | – | Sell |
-289
| Closed | -$21.3K | – | 1306 |
|
|
2024
Q2 | $21.3K | Hold |
289
| – | – | 0.01% | 209 |
|
|
2024
Q1 | $20.9K | Hold |
289
| – | – | 0.01% | 211 |
|
|
2023
Q4 | $19.9K | Buy |
+289
| New | +$19.9K | 0.01% | 202 |
|