Advisornet Financial’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 | $84.6K | Sell |
927
-40
| -4% | -$3.65K | 0.01% | 802 |
|
|
2025
Q1 | $75.7K | Buy |
967
+147
| +18% | +$11.5K | 0.01% | 800 |
|
|
2024
Q4 | $60.7K | Sell |
820
-84
| -9% | -$6.22K | 0.01% | 818 |
|
|
2024
Q3 | $58.6K | Buy |
904
+1
| +0.1% | +$65 | ﹤0.01% | 858 |
|
|
2024
Q2 | $66.5K | Hold |
903
| – | – | 0.01% | 738 |
|
|
2024
Q1 | $65.3K | Buy |
903
+38
| +4% | +$2.75K | 0.01% | 741 |
|
|
2023
Q4 | $59.5K | Sell |
865
-278
| -24% | -$19.1K | 0.01% | 763 |
|
|
2023
Q3 | $62.8K | Sell |
1,143
-8,243
| -88% | -$453K | 0.01% | 729 |
|
|
2023
Q2 | $532K | Buy |
9,386
+7,264
| +342% | +$412K | 0.05% | 295 |
|
|
2023
Q1 | $111K | Buy |
2,122
+1,377
| +185% | +$72.1K | 0.01% | 599 |
|
|
2022
Q4 | $62K | Buy |
745
+120
| +19% | +$9.99K | 0.01% | 737 |
|
|
2022
Q3 | $45K | Buy |
625
+56
| +10% | +$4.03K | ﹤0.01% | 870 |
|
|
2022
Q2 | $36K | Sell |
569
-41
| -7% | -$2.59K | ﹤0.01% | 967 |
|
|
2022
Q1 | $51K | Buy |
610
+8
| +1% | +$669 | ﹤0.01% | 956 |
|
|
2021
Q4 | $51K | Hold |
602
| – | – | ﹤0.01% | 1002 |
|
|
2021
Q3 | $44K | Sell |
602
-140
| -19% | -$10.2K | ﹤0.01% | 1039 |
|
|
2021
Q2 | $54K | Buy |
742
+3
| +0.4% | +$218 | ﹤0.01% | 957 |
|
|
2021
Q1 | $48K | Buy |
739
+3
| +0.4% | +$195 | ﹤0.01% | 941 |
|
|
2020
Q4 | $39K | Buy |
736
+47
| +7% | +$2.49K | ﹤0.01% | 936 |
|
|
2020
Q3 | $25K | Buy |
689
+37
| +6% | +$1.34K | ﹤0.01% | 1030 |
|
|
2020
Q2 | $22K | Sell |
652
-60
| -8% | -$2.03K | ﹤0.01% | 1082 |
|
|
2020
Q1 | $24K | Sell |
712
-604
| -46% | -$20.4K | ﹤0.01% | 1014 |
|
|
2019
Q4 | $63K | Buy |
1,316
+435
| +49% | +$20.8K | 0.01% | 815 |
|
|
2019
Q3 | $37K | Sell |
881
-295
| -25% | -$12.4K | ﹤0.01% | 1008 |
|
|
2019
Q2 | $47K | Hold |
1,176
| – | – | 0.01% | 822 |
|
|
2019
Q1 | $50K | Buy |
1,176
+255
| +28% | +$10.8K | 0.01% | 736 |
|
|
2018
Q4 | $38K | Sell |
921
-174
| -16% | -$7.18K | 0.01% | 751 |
|
|
2018
Q3 | $54K | Buy |
1,095
+50
| +5% | +$2.47K | 0.01% | 697 |
|
|
2018
Q2 | $53K | Sell |
1,045
-2,259
| -68% | -$115K | 0.01% | 682 |
|
|
2018
Q1 | $173K | Sell |
3,304
-175
| -5% | -$9.16K | 0.02% | 417 |
|
|
2017
Q4 | $179K | Buy |
+3,479
| New | +$179K | 0.03% | 369 |
|