Vermillion & White Wealth Management Group’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 | $79K | Sell |
866
-2
| -0.2% | -$182 | 0.05% | 104 |
|
|
2025
Q1 | $67.9K | Sell |
868
-41
| -5% | -$3.21K | 0.05% | 102 |
|
|
2024
Q4 | $67.3K | Hold |
909
| – | – | 0.05% | 112 |
|
|
2024
Q3 | $58.9K | Sell |
909
-17
| -2% | -$1.1K | 0.04% | 119 |
|
|
2024
Q2 | $68.2K | Hold |
926
| – | – | 0.05% | 108 |
|
|
2024
Q1 | $67K | Hold |
926
| – | – | 0.05% | 102 |
|
|
2023
Q4 | $63.7K | Buy |
+926
| New | +$63.7K | 0.06% | 77 |
|