WealthShield 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 | $259K | Sell |
2,837
-664
| -19% | -$60.6K | 0.03% | 292 |
|
|
2025
Q1 | $274K | Buy |
+3,501
| New | +$274K | 0.04% | 276 |
|
|
2024
Q4 | – | Sell |
-3,174
| Closed | -$206K | – | 514 |
|
|
2024
Q3 | $206K | Sell |
3,174
-23,554
| -88% | -$1.53M | 0.03% | 293 |
|
|
2024
Q2 | $1.97M | Buy |
26,728
+1,359
| +5% | +$100K | 0.3% | 92 |
|
|
2024
Q1 | $1.84M | Sell |
25,369
-5,053
| -17% | -$366K | 0.3% | 95 |
|
|
2023
Q4 | $2.09M | Buy |
30,422
+2,477
| +9% | +$170K | 0.34% | 86 |
|
|
2023
Q3 | $1.53M | Buy |
+27,945
| New | +$1.53M | 0.23% | 117 |
|
|
2021
Q2 | – | Sell |
-5
| Closed | – | – | 1091 |
|
|
2021
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1182 |
|