Vivid Wealth Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,894
| Closed | -$510K | – | 72 |
|
|
2024
Q4 | $510K | Sell |
6,894
-558
| -7% | -$41.3K | 0.26% | 54 |
|
|
2024
Q3 | $483K | Sell |
7,452
-3,835
| -34% | -$249K | 0.25% | 54 |
|
|
2024
Q2 | $832K | Sell |
11,287
-41,122
| -78% | -$3.03M | 0.47% | 49 |
|
|
2024
Q1 | $3.79M | Sell |
52,409
-442
| -0.8% | -$32K | 2.37% | 16 |
|
|
2023
Q4 | $3.64M | Buy |
+52,851
| New | +$3.64M | 2.47% | 16 |
|