WFA
West Financial Advisors’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Hold |
12,600
| – | – | 0.2% | 34 |
|
|
2025
Q1 | $986K | Hold |
12,600
| – | – | 0.19% | 34 |
|
|
2024
Q4 | $933K | Hold |
12,600
| – | – | 0.18% | 34 |
|
|
2024
Q3 | $817K | Hold |
12,600
| – | – | 0.16% | 35 |
|
|
2024
Q2 | $928K | Hold |
12,600
| – | – | 0.19% | 34 |
|
|
2024
Q1 | $911K | Hold |
12,600
| – | – | 0.2% | 35 |
|
|
2023
Q4 | $867K | Hold |
12,600
| – | – | 0.2% | 34 |
|
|
2023
Q3 | $692K | Hold |
12,600
| – | – | 0.17% | 35 |
|
|
2023
Q2 | $714K | Hold |
12,600
| – | – | 0.18% | 32 |
|
|
2023
Q1 | $660K | Hold |
12,600
| – | – | 0.17% | 32 |
|
|
2022
Q4 | $1.05M | Hold |
12,600
| – | – | 0.29% | 31 |
|
|
2022
Q3 | $906K | Hold |
12,600
| – | – | 0.27% | 31 |
|
|
2022
Q2 | $796K | Hold |
12,600
| – | – | 0.23% | 29 |
|
|
2022
Q1 | $1.06M | Hold |
12,600
| – | – | 0.28% | 29 |
|
|
2021
Q4 | $1.06M | Hold |
12,600
| – | – | 0.28% | 28 |
|
|
2021
Q3 | $918K | Buy |
+12,600
| New | +$918K | 0.27% | 27 |
|