Wealth Enhancement Advisory Services’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 | $102M | Buy |
1,113,723
+26,368
| +2% | +$2.41M | 0.17% | 118 |
|
|
2025
Q1 | $85.1M | Buy |
1,087,355
+95,336
| +10% | +$7.46M | 0.16% | 121 |
|
|
2024
Q4 | $73.4M | Buy |
992,019
+54,716
| +6% | +$4.05M | 0.14% | 143 |
|
|
2024
Q3 | $60.7M | Buy |
937,303
+9,799
| +1% | +$635K | 0.13% | 159 |
|
|
2024
Q2 | $68.3M | Sell |
927,504
-48,973
| -5% | -$3.61M | 0.16% | 130 |
|
|
2024
Q1 | $70.6M | Buy |
976,477
+31,664
| +3% | +$2.29M | 0.18% | 118 |
|
|
2023
Q4 | $65M | Buy |
944,813
+1,294
| +0.1% | +$89K | 0.19% | 120 |
|
|
2023
Q3 | $51.8M | Buy |
943,519
+934,179
| +10,002% | +$51.3M | 0.17% | 128 |
|
|
2023
Q2 | $529K | Sell |
9,340
-1,176
| -11% | -$66.7K | 0.01% | 345 |
|
|
2023
Q1 | $551K | Buy |
+10,516
| New | +$551K | 0.01% | 380 |
|