West Branch 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 | – | Sell |
-1
| Closed | -$79 | – | 525 |
|
|
2025
Q1 | $79 | Hold |
1
| – | – | ﹤0.01% | 524 |
|
|
2024
Q4 | $75 | Hold |
1
| – | – | ﹤0.01% | 538 |
|
|
2024
Q3 | $65 | Buy |
+1
| New | +$65 | ﹤0.01% | 568 |
|
|
2022
Q4 | – | Sell |
-350
| Closed | -$25K | – | 472 |
|
|
2022
Q3 | $25K | Buy |
+350
| New | +$25K | 0.02% | 210 |
|