Valued Wealth 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 | $28.1K | Buy |
308
+11
| +4% | +$1.01K | 0.01% | 127 |
|
|
2025
Q1 | $23.2K | Buy |
297
+15
| +5% | +$1.17K | 0.01% | 142 |
|
|
2024
Q4 | $20.9K | Sell |
282
-5
| -2% | -$371 | 0.01% | 155 |
|
|
2024
Q3 | $18.6K | Sell |
287
-30
| -9% | -$1.94K | 0.01% | 155 |
|
|
2024
Q2 | $23.3K | Buy |
317
+58
| +22% | +$4.27K | 0.02% | 116 |
|
|
2024
Q1 | $18.7K | Buy |
259
+92
| +55% | +$6.65K | 0.01% | 131 |
|
|
2023
Q4 | $9.15K | Buy |
+167
| New | +$9.15K | 0.01% | 131 |
|