Twin City Private 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 | $2.83M | Buy |
31,033
+1,665
| +6% | +$152K | 2.31% | 8 |
|
|
2025
Q1 | $2.3M | Sell |
29,368
-3,209
| -10% | -$251K | 2.02% | 16 |
|
|
2024
Q4 | $2.41M | Sell |
32,577
-735
| -2% | -$54.4K | 2.13% | 12 |
|
|
2024
Q3 | $2.16M | Buy |
33,312
+2,697
| +9% | +$175K | 1.87% | 16 |
|
|
2024
Q2 | $2.26M | Buy |
30,615
+3,848
| +14% | +$284K | 2.13% | 10 |
|
|
2024
Q1 | $1.94M | Buy |
+26,767
| New | +$1.94M | 1.91% | 18 |
|