Wilson & Boucher Capital 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 | $1.72M | Sell |
18,900
-600
| -3% | -$54.7K | 1.2% | 20 |
|
|
2025
Q1 | $1.53M | Sell |
19,500
-1,400
| -7% | -$110K | 1.14% | 23 |
|
|
2024
Q4 | $1.55M | Sell |
20,900
-300
| -1% | -$22.2K | 1.1% | 21 |
|
|
2024
Q3 | $1.37M | Sell |
21,200
-5
| -0% | -$324 | 0.95% | 28 |
|
|
2024
Q2 | $1.56M | Sell |
21,205
-700
| -3% | -$51.6K | 1.2% | 21 |
|
|
2024
Q1 | $1.58M | Sell |
21,905
-395
| -2% | -$28.6K | 1.25% | 21 |
|
|
2023
Q4 | $1.53M | Sell |
22,300
-600
| -3% | -$41.3K | 1.29% | 22 |
|
|
2023
Q3 | $1.26M | Hold |
22,900
| – | – | 1.19% | 25 |
|
|
2023
Q2 | $1.3M | Hold |
22,900
| – | – | 1.17% | 24 |
|
|
2023
Q1 | $1.2M | Sell |
22,900
-822
| -3% | -$43.1K | 1.15% | 26 |
|
|
2022
Q4 | $1.98M | Sell |
23,722
-1,562
| -6% | -$130K | 2.02% | 14 |
|
|
2022
Q3 | $1.82M | Buy |
25,284
+2,143
| +9% | +$154K | 2.12% | 12 |
|
|
2022
Q2 | $1.46M | Sell |
23,141
-800
| -3% | -$50.5K | 1.61% | 16 |
|
|
2022
Q1 | $2.02M | Sell |
23,941
-1,980
| -8% | -$167K | 1.83% | 15 |
|
|
2021
Q4 | $2.18M | Buy |
+25,921
| New | +$2.18M | 1.96% | 11 |
|