Wealth Quarterback’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 | $544K | Sell |
5,964
-145
| -2% | -$13.2K | 0.26% | 78 |
|
|
2025
Q1 | $478K | Buy |
6,109
+35
| +0.6% | +$2.74K | 0.27% | 75 |
|
|
2024
Q4 | $450K | Buy |
6,074
+97
| +2% | +$7.18K | 0.21% | 72 |
|
|
2024
Q3 | $387K | Sell |
5,977
-2,667
| -31% | -$173K | 0.2% | 82 |
|
|
2024
Q2 | $637K | Buy |
8,644
+154
| +2% | +$11.3K | 0.36% | 59 |
|
|
2024
Q1 | $614K | Sell |
8,490
-779
| -8% | -$56.4K | 0.34% | 67 |
|
|
2023
Q4 | $638K | Buy |
9,269
+441
| +5% | +$30.3K | 0.39% | 59 |
|
|
2023
Q3 | $485K | Sell |
8,828
-1,457
| -14% | -$80K | 0.42% | 65 |
|
|
2023
Q2 | $583K | Buy |
+10,285
| New | +$583K | 0.4% | 53 |
|
|
2020
Q1 | – | Sell |
-33
| Closed | -$1.6K | – | 1099 |
|
|
2019
Q4 | $1.6K | Buy |
+33
| New | +$1.6K | ﹤0.01% | 786 |
|