WAM
WFA Asset Management’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-458
| Closed | -$33.1K | – | 233 |
|
|
2025
Q1 | $33.1K | Buy |
+458
| New | +$33.1K | 0.02% | 128 |
|
|
2024
Q2 | – | Sell |
-458
| Closed | -$33.1K | – | 234 |
|
|
2024
Q1 | $33.1K | Buy |
458
+2
| +0.4% | +$145 | 0.02% | 129 |
|
|
2023
Q4 | $31.4K | Buy |
456
+2
| +0.4% | +$138 | 0.02% | 120 |
|
|
2023
Q3 | $24.9K | Buy |
454
+2
| +0.4% | +$110 | 0.01% | 131 |
|
|
2023
Q2 | $25.6K | Buy |
+452
| New | +$25.6K | 0.02% | 137 |
|