Western Pacific Wealth Management’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 | $494K | Hold |
5,415
| – | – | 0.47% | 25 |
|
|
2025
Q1 | $424K | Hold |
5,415
| – | – | 0.38% | 32 |
|
|
2024
Q4 | $401K | Buy |
5,415
+1,130
| +26% | +$83.6K | 0.32% | 36 |
|
|
2024
Q3 | $278K | Hold |
4,285
| – | – | 0.18% | 34 |
|
|
2024
Q2 | $316K | Hold |
4,285
| – | – | 0.24% | 30 |
|
|
2024
Q1 | $310K | Buy |
4,285
+60
| +1% | +$4.34K | 0.22% | 29 |
|
|
2023
Q4 | $291K | Buy |
4,225
+1,410
| +50% | +$97K | 0.21% | 31 |
|
|
2023
Q3 | $155K | Buy |
2,815
+220
| +8% | +$12.1K | 0.13% | 53 |
|
|
2023
Q2 | $147K | Buy |
2,595
+346
| +15% | +$19.6K | 0.11% | 53 |
|
|
2023
Q1 | $118K | Hold |
2,249
| – | – | 0.09% | 72 |
|
|
2022
Q4 | $187K | Buy |
2,249
+595
| +36% | +$49.5K | 0.16% | 37 |
|
|
2022
Q3 | $118K | Buy |
+1,654
| New | +$118K | 0.12% | 44 |
|