WOSD
WFA of San Diego’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $158K | Buy |
+1,736
| New | +$158K | 0.12% | 104 |
|
|
2024
Q3 | $104K | Hold |
1,602
| – | – | 0.09% | 125 |
|
|
2024
Q2 | $118K | Buy |
+1,602
| New | +$118K | 0.11% | 113 |
|
|
2023
Q3 | $88K | Buy |
1,602
+918
| +134% | +$50.4K | 0.09% | 125 |
|
|
2023
Q2 | $38.8K | Buy |
+684
| New | +$38.8K | 0.04% | 193 |
|
|
2023
Q1 | – | Sell |
-404
| Closed | -$33.6K | – | 359 |
|
|
2022
Q4 | $33.6K | Buy |
+404
| New | +$33.6K | 0.03% | 234 |
|
|
2022
Q3 | – | Sell |
-100
| Closed | -$6K | – | 335 |
|
|
2022
Q2 | $6K | Buy |
+100
| New | +$6K | 0.01% | 313 |
|