Wayfinding Financial’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 | $333K | Buy |
3,430
+61
| +2% | +$5.92K | 0.15% | 92 |
|
|
2025
Q1 | $263K | Sell |
3,369
-70
| -2% | -$5.47K | 0.12% | 108 |
|
|
2024
Q4 | $254K | Buy |
+3,439
| New | +$254K | 0.14% | 106 |
|
|
2024
Q3 | – | Sell |
-3,446
| Closed | -$253K | – | 112 |
|
|
2024
Q2 | $253K | Buy |
3,446
+6
| +0.2% | +$441 | 0.14% | 100 |
|
|
2024
Q1 | $262K | Buy |
+3,440
| New | +$262K | 0.15% | 95 |
|