Wedmont Private Capital’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 | $1.56M | Buy |
16,948
+641
| +4% | +$59.2K | 0.07% | 189 |
|
|
2025
Q1 | $1.25M | Buy |
16,307
+1,739
| +12% | +$134K | 0.06% | 192 |
|
|
2024
Q4 | $1.06M | Buy |
14,568
+1,751
| +14% | +$127K | 0.06% | 208 |
|
|
2024
Q3 | $824K | Sell |
12,817
-1,239
| -9% | -$79.7K | 0.05% | 241 |
|
|
2024
Q2 | $1.06M | Buy |
14,056
+926
| +7% | +$69.8K | 0.07% | 187 |
|
|
2024
Q1 | $949K | Buy |
13,130
+1,430
| +12% | +$103K | 0.07% | 191 |
|
|
2023
Q4 | $793K | Buy |
11,700
+632
| +6% | +$42.9K | 0.06% | 202 |
|
|
2023
Q3 | $573K | Buy |
11,068
+511
| +5% | +$26.4K | 0.06% | 226 |
|
|
2023
Q2 | $618K | Sell |
10,557
-15,104
| -59% | -$884K | 0.07% | 203 |
|
|
2023
Q1 | $1.33M | Buy |
25,661
+17,681
| +222% | +$914K | 0.18% | 82 |
|
|
2022
Q4 | $675K | Buy |
7,980
+426
| +6% | +$36K | 0.1% | 155 |
|
|
2022
Q3 | $543K | Buy |
7,554
+2,423
| +47% | +$174K | 0.11% | 151 |
|
|
2022
Q2 | $324K | Buy |
5,131
+662
| +15% | +$41.8K | 0.07% | 218 |
|
|
2022
Q1 | $368K | Buy |
4,469
+1,484
| +50% | +$122K | 0.08% | 192 |
|
|
2021
Q4 | $279K | Buy |
+2,985
| New | +$279K | 0.09% | 185 |
|