WealthPlan Investment Management’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 | $465K | Buy |
5,094
+1,705
| +50% | +$156K | 0.03% | 243 |
|
|
2025
Q1 | $265K | Sell |
3,389
-99
| -3% | -$7.75K | 0.03% | 234 |
|
|
2024
Q4 | $258K | Sell |
3,488
-1,925
| -36% | -$142K | 0.03% | 231 |
|
|
2024
Q3 | $351K | Buy |
+5,413
| New | +$351K | 0.04% | 186 |
|
|
2023
Q2 | – | Sell |
-192
| Closed | -$10.1K | – | 448 |
|
|
2023
Q1 | $10.1K | Buy |
+192
| New | +$10.1K | ﹤0.01% | 328 |
|