XWM
Xcel Wealth Management’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.57M | Sell |
28,171
-24
| -0.1% | -$2.19K | 0.73% | 36 |
|
|
2025
Q1 | $2.21M | Hold |
28,195
| – | – | 0.69% | 37 |
|
|
2024
Q4 | $2.09M | Sell |
28,195
-1,000
| -3% | -$74K | 0.58% | 37 |
|
|
2024
Q3 | $1.89M | Hold |
29,195
| – | – | 0.55% | 40 |
|
|
2024
Q2 | $2.15M | Hold |
29,195
| – | – | 0.67% | 38 |
|
|
2024
Q1 | $2.11M | Sell |
29,195
-600
| -2% | -$43.4K | 0.66% | 38 |
|
|
2023
Q4 | $2.05M | Sell |
29,795
-1,875
| -6% | -$129K | 0.72% | 38 |
|
|
2023
Q3 | $1.74M | Sell |
31,670
-3,660
| -10% | -$201K | 0.69% | 41 |
|
|
2023
Q2 | $2M | Buy |
35,330
+21,845
| +162% | +$1.24M | 0.63% | 45 |
|
|
2023
Q1 | $706K | Buy |
+13,485
| New | +$706K | 0.25% | 69 |
|