Western 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
Q2 | $713K | Sell |
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|
2025
Q1 | $614K | Sell |
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|
2024
Q4 | $666K | Sell |
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|
2024
Q3 | $620K | Sell |
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|
2024
Q2 | $783K | Buy |
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|
2024
Q1 | $738K | Sell |
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|
2023
Q4 | $783K | Buy |
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|
2023
Q3 | $542K | Buy |
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|
2023
Q2 | $531K | Buy |
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|
2023
Q1 | $453K | Sell |
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|
2022
Q4 | $942K | Sell |
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|
2022
Q3 | $1.79M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $260K | Buy |
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|
2021
Q4 | $236K | Buy |
|