Vise Technologies’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 | $1.76M | Buy |
+19,342
| New | +$1.76M | 0.07% | 292 |
|
|
2024
Q4 | $899K | Buy |
12,146
+7,261
| +149% | +$537K | 0.07% | 285 |
|
|
2024
Q3 | $317K | Buy |
4,885
+2,082
| +74% | +$135K | 0.04% | 428 |
|
|
2024
Q2 | $207K | Buy |
2,803
+30
| +1% | +$2.21K | 0.04% | 397 |
|
|
2024
Q1 | $201K | Sell |
2,773
-142
| -5% | -$10.3K | 0.04% | 365 |
|
|
2023
Q4 | $201K | Buy |
+2,915
| New | +$201K | 0.04% | 343 |
|