Westside Investment 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 | $62.8K | Buy |
689
+339
| +97% | +$30.9K | 0.01% | 423 |
|
|
2025
Q1 | $27.4K | Buy |
350
+150
| +75% | +$11.7K | 0.01% | 504 |
|
|
2024
Q4 | $14.8K | Hold |
200
| – | – | ﹤0.01% | 618 |
|
|
2024
Q3 | $13K | Sell |
200
-25
| -11% | -$1.62K | ﹤0.01% | 636 |
|
|
2024
Q2 | $16.6K | Hold |
225
| – | – | ﹤0.01% | 583 |
|
|
2024
Q1 | $16.3K | Hold |
225
| – | – | ﹤0.01% | 553 |
|
|
2023
Q4 | $15.5K | Buy |
225
+200
| +800% | +$13.8K | ﹤0.01% | 532 |
|
|
2023
Q3 | $1.37K | Hold |
25
| – | – | ﹤0.01% | 785 |
|
|
2023
Q2 | $1.42K | Buy |
+25
| New | +$1.42K | ﹤0.01% | 788 |
|
|
2018
Q4 | – | Sell |
-365
| Closed | -$18.1K | – | 795 |
|
|
2018
Q3 | $18.1K | Hold |
365
| – | – | 0.01% | 379 |
|
|
2018
Q2 | $18.7K | Sell |
365
-46
| -11% | -$2.36K | 0.01% | 418 |
|
|
2018
Q1 | $20.7K | Sell |
411
-47
| -10% | -$2.37K | 0.01% | 385 |
|
|
2017
Q4 | $23.9K | Sell |
458
-50
| -10% | -$2.61K | 0.01% | 374 |
|
|
2017
Q3 | $23.1K | Sell |
508
-926
| -65% | -$42K | 0.01% | 363 |
|
|
2017
Q2 | $62.6K | Buy |
1,434
+938
| +189% | +$40.9K | 0.04% | 244 |
|
|
2017
Q1 | $19.6K | Sell |
496
-93
| -16% | -$3.67K | 0.01% | 358 |
|
|
2016
Q4 | $24.3K | Buy |
+589
| New | +$24.3K | 0.02% | 255 |
|