Waypoint Wealth Partners’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 | $247K | Hold |
2,705
| – | – | 0.06% | 72 |
|
|
2025
Q1 | $212K | Hold |
2,705
| – | – | 0.06% | 65 |
|
|
2024
Q4 | $200K | Buy |
+2,705
| New | +$200K | 0.05% | 66 |
|
|
2023
Q1 | – | Sell |
-2,705
| Closed | -$225K | – | 74 |
|
|
2022
Q4 | $225K | Buy |
+2,705
| New | +$225K | 0.09% | 53 |
|
|
2022
Q2 | – | Sell |
-2,709
| Closed | -$228K | – | 70 |
|
|
2022
Q1 | $228K | Sell |
2,709
-519
| -16% | -$43.7K | 0.08% | 46 |
|
|
2021
Q4 | $271K | Buy |
+3,228
| New | +$271K | 0.09% | 47 |
|