AA Financial Advisors’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 | – | Sell |
-2,697
| Closed | -$211K | – | 195 |
|
|
2025
Q1 | $211K | Sell |
2,697
-220
| -8% | -$17.2K | 0.05% | 168 |
|
|
2024
Q4 | $216K | Sell |
2,917
-381
| -12% | -$28.2K | 0.06% | 159 |
|
|
2024
Q3 | $214K | Sell |
3,298
-304
| -8% | -$19.7K | 0.06% | 163 |
|
|
2024
Q2 | $265K | Sell |
3,602
-425
| -11% | -$31.3K | 0.09% | 139 |
|
|
2024
Q1 | $291K | Buy |
+4,027
| New | +$291K | 0.12% | 125 |
|