ViaWealth’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 | $840K | Sell |
9,208
-175
| -2% | -$16K | 0.5% | 58 |
|
|
2025
Q1 | $735K | Hold |
9,383
| – | – | 0.45% | 67 |
|
|
2024
Q4 | $694K | Sell |
9,383
-665
| -7% | -$49.2K | 0.42% | 75 |
|
|
2024
Q3 | $651K | Buy |
10,048
+532
| +6% | +$34.5K | 0.38% | 84 |
|
|
2024
Q2 | $701K | Hold |
9,516
| – | – | 0.44% | 71 |
|
|
2024
Q1 | $688K | Sell |
9,516
-2,839
| -23% | -$205K | 0.43% | 78 |
|
|
2023
Q4 | $850K | Sell |
12,355
-199
| -2% | -$13.7K | 0.58% | 50 |
|
|
2023
Q3 | $689K | Buy |
12,554
+1,572
| +14% | +$86.3K | 0.51% | 63 |
|
|
2023
Q2 | $622K | Buy |
10,982
+3,742
| +52% | +$212K | 0.46% | 70 |
|
|
2023
Q1 | $379K | Buy |
7,240
+2,375
| +49% | +$124K | 0.3% | 111 |
|
|
2022
Q4 | $416K | Buy |
+4,865
| New | +$416K | 0.34% | 105 |
|