UP Strategic Wealth Investment Advisors’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 | $376K | Buy |
4,126
+288
| +8% | +$26.3K | 0.29% | 54 |
|
|
2025
Q1 | $300K | Buy |
3,838
+78
| +2% | +$6.11K | 0.27% | 63 |
|
|
2024
Q4 | $278K | Buy |
3,760
+155
| +4% | +$11.5K | 0.28% | 60 |
|
|
2024
Q3 | $234K | Buy |
3,605
+406
| +13% | +$26.3K | 0.26% | 67 |
|
|
2024
Q2 | $236K | Buy |
3,199
+146
| +5% | +$10.8K | 0.36% | 52 |
|
|
2024
Q1 | $221K | Sell |
3,053
-66
| -2% | -$4.77K | 0.36% | 56 |
|
|
2023
Q4 | $215K | Buy |
+3,119
| New | +$215K | 0.39% | 51 |
|