Western 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 | $713K | Sell |
7,819
-20
| -0.3% | -$1.83K | 0.04% | 334 |
|
|
2025
Q1 | $614K | Sell |
7,839
-1,154
| -13% | -$90.3K | 0.04% | 338 |
|
|
2024
Q4 | $666K | Sell |
8,993
-566
| -6% | -$41.9K | 0.04% | 308 |
|
|
2024
Q3 | $620K | Sell |
9,559
-1,073
| -10% | -$69.5K | 0.04% | 404 |
|
|
2024
Q2 | $783K | Buy |
10,632
+430
| +4% | +$31.7K | 0.06% | 269 |
|
|
2024
Q1 | $738K | Sell |
10,202
-1,173
| -10% | -$84.9K | 0.06% | 277 |
|
|
2023
Q4 | $783K | Buy |
11,375
+1,499
| +15% | +$103K | 0.06% | 318 |
|
|
2023
Q3 | $542K | Buy |
9,876
+504
| +5% | +$27.7K | 0.05% | 373 |
|
|
2023
Q2 | $531K | Buy |
9,372
+725
| +8% | +$41.1K | 0.05% | 360 |
|
|
2023
Q1 | $453K | Sell |
8,647
-2,662
| -24% | -$139K | 0.04% | 393 |
|
|
2022
Q4 | $942K | Sell |
11,309
-13,584
| -55% | -$1.13M | 0.1% | 230 |
|
|
2022
Q3 | $1.79M | Buy |
+24,893
| New | +$1.79M | 0.1% | 198 |
|
|
2022
Q2 | – | Sell |
-3,095
| Closed | -$260K | – | 843 |
|
|
2022
Q1 | $260K | Buy |
3,095
+292
| +10% | +$24.5K | 0.01% | 721 |
|
|
2021
Q4 | $236K | Buy |
+2,803
| New | +$236K | 0.02% | 539 |
|