WealthPLAN 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 | $399K | Buy |
4,375
+61
| +1% | +$5.57K | 0.06% | 188 |
|
|
2025
Q1 | $338K | Buy |
4,314
+257
| +6% | +$20.1K | 0.05% | 204 |
|
|
2024
Q4 | $300K | Sell |
4,057
-2,073
| -34% | -$153K | 0.04% | 212 |
|
|
2024
Q3 | $397K | Sell |
6,130
-2,271
| -27% | -$147K | 0.05% | 198 |
|
|
2024
Q2 | $619K | Buy |
8,401
+953
| +13% | +$70.2K | 0.07% | 185 |
|
|
2024
Q1 | $539K | Sell |
7,448
-20,520
| -73% | -$1.48M | 0.06% | 196 |
|
|
2023
Q4 | $1.92M | Buy |
27,968
+1,415
| +5% | +$97.4K | 0.2% | 115 |
|
|
2023
Q3 | $1.46M | Buy |
26,553
+7,678
| +41% | +$422K | 0.17% | 129 |
|
|
2023
Q2 | $1.07M | Buy |
18,875
+2,632
| +16% | +$149K | 0.15% | 130 |
|
|
2023
Q1 | $851K | Buy |
+16,243
| New | +$851K | 0.1% | 157 |
|
|
2020
Q2 | – | Sell |
-8,354
| Closed | -$279K | – | 313 |
|
|
2020
Q1 | $279K | Buy |
+8,354
| New | +$279K | 0.04% | 206 |
|
|
2017
Q2 | – | Sell |
-2,198
| Closed | -$86.8K | – | 377 |
|
|
2017
Q1 | $86.8K | Buy |
+2,198
| New | +$86.8K | 0.3% | 63 |
|
|
2016
Q3 | $232K | Sell |
7,294
-8,801
| -55% | -$280K | 0.08% | 135 |
|
|
2016
Q2 | $203K | Buy |
+16,095
| New | +$203K | 0.03% | 372 |
|
|
2015
Q4 | $261K | Buy |
+23,769
| New | +$261K | 0.04% | 224 |
|