Wolff Wiese Magana’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 | $1.56M | Buy |
17,117
+13
| +0.1% | +$1.19K | 0.97% | 34 |
|
|
2025
Q1 | $1.34M | Buy |
17,104
+12,807
| +298% | +$1M | 0.91% | 41 |
|
|
2024
Q4 | $318K | Buy |
4,297
+4,235
| +6,831% | +$313K | 0.21% | 73 |
|
|
2024
Q3 | $4.04K | Buy |
62
+26
| +72% | +$1.7K | ﹤0.01% | 618 |
|
|
2024
Q2 | $2.68K | Buy |
36
+26
| +260% | +$1.94K | ﹤0.01% | 509 |
|
|
2024
Q1 | $747 | Hold |
10
| – | – | ﹤0.01% | 601 |
|
|
2023
Q4 | $708 | Hold |
10
| – | – | ﹤0.01% | 592 |
|
|
2023
Q3 | $562 | Hold |
10
| – | – | ﹤0.01% | 679 |
|
|
2023
Q2 | $578 | Sell |
10
-2
| -17% | -$116 | ﹤0.01% | 673 |
|
|
2023
Q1 | $636 | Sell |
12
-2,876
| -100% | -$152K | ﹤0.01% | 619 |
|
|
2022
Q4 | $240K | Sell |
2,888
-164
| -5% | -$13.7K | 0.21% | 83 |
|
|
2022
Q3 | $220K | Buy |
3,052
+2,790
| +1,065% | +$201K | 0.18% | 96 |
|
|
2022
Q2 | $17K | Buy |
262
+252
| +2,520% | +$16.4K | 0.01% | 436 |
|
|
2022
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 782 |
|
|
2021
Q3 | – | Sell |
-33
| Closed | -$2K | – | 879 |
|
|
2021
Q2 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 744 |
|