Wolff Wiese Magana’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.71M | Buy |
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|
2025
Q2 | $1.56M | Buy |
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|
2025
Q1 | $1.34M | Buy |
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|
2024
Q4 | $318K | Buy |
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|
2024
Q3 | $4.04K | Buy |
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|
2024
Q2 | $2.68K | Buy |
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|
2024
Q1 | $747 | Hold |
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|
2023
Q4 | $708 | Hold |
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|
2023
Q3 | $562 | Hold |
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|
2023
Q2 | $578 | Sell |
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|
2023
Q1 | $636 | Sell |
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|
2022
Q4 | $240K | Sell |
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|
2022
Q3 | $220K | Buy |
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|
2022
Q2 | $17K | Buy |
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|
2022
Q1 | $1K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $2K | Buy |
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