Western Pacific Wealth Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $517K | Hold |
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|
2025
Q2 | $494K | Hold |
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|
2025
Q1 | $424K | Hold |
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|
2024
Q4 | $401K | Buy |
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|
2024
Q3 | $278K | Hold |
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|
2024
Q2 | $316K | Hold |
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|
2024
Q1 | $310K | Buy |
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|
2023
Q4 | $291K | Buy |
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|
2023
Q3 | $155K | Buy |
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|
2023
Q2 | $147K | Buy |
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|
2023
Q1 | $118K | Hold |
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|
2022
Q4 | $187K | Buy |
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|
2022
Q3 | $118K | Buy |
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