WWA
WCG Wealth Advisors’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.57M | Buy |
93,935
+13,467
| +17% | +$1.23M | 0.55% | 49 |
|
|
2025
Q1 | $6.3M | Sell |
80,468
-4,379
| -5% | -$343K | 0.48% | 67 |
|
|
2024
Q4 | $6.28M | Buy |
84,847
+4,878
| +6% | +$361K | 0.42% | 77 |
|
|
2024
Q3 | $5.18M | Buy |
79,969
+486
| +0.6% | +$31.5K | 0.35% | 86 |
|
|
2024
Q2 | $5.86M | Buy |
79,483
+4,734
| +6% | +$349K | 0.43% | 67 |
|
|
2024
Q1 | $5.41M | Sell |
74,749
-24,148
| -24% | -$1.75M | 0.45% | 63 |
|
|
2023
Q4 | $6.8M | Sell |
98,897
-13,920
| -12% | -$958K | 0.5% | 59 |
|
|
2023
Q3 | $6.27M | Buy |
112,817
+4,716
| +4% | +$262K | 0.46% | 59 |
|
|
2023
Q2 | $6.13M | Buy |
108,101
+27,534
| +34% | +$1.56M | 0.72% | 42 |
|
|
2023
Q1 | $4.22M | Buy |
80,567
+26,628
| +49% | +$1.39M | 0.54% | 48 |
|
|
2022
Q4 | $4.49M | Buy |
53,939
+6,460
| +14% | +$538K | 0.62% | 43 |
|
|
2022
Q3 | $3.69M | Buy |
47,479
+5,447
| +13% | +$423K | 0.49% | 49 |
|
|
2022
Q2 | $2.66M | Buy |
+42,032
| New | +$2.66M | 0.37% | 62 |
|