Advisor Partners II’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.99M | Buy |
54,453
+6,105
| +13% | +$335K | 0.12% | 177 |
|
|
2023
Q2 | $2.74M | Buy |
48,348
+18,438
| +62% | +$1.04M | 0.13% | 151 |
|
|
2023
Q1 | $1.57M | Sell |
29,910
-14,800
| -33% | -$775K | 0.09% | 249 |
|
|
2022
Q4 | $3.72M | Buy |
44,710
+10,390
| +30% | +$865K | 0.23% | 88 |
|
|
2022
Q3 | $2.47M | Buy |
+34,320
| New | +$2.47M | 0.19% | 107 |
|