Affinity Capital Advisors’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 | $386K | Hold |
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|
2025
Q2 | $380K | Sell |
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|
2025
Q1 | $401K | Buy |
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|
2024
Q4 | $254K | Sell |
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|
2024
Q3 | $291K | Hold |
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|
2024
Q2 | $331K | Hold |
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|
2024
Q1 | $325K | Sell |
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|
2023
Q4 | $469K | Buy |
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|
2023
Q3 | $239K | Sell |
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|
2023
Q2 | $247K | Sell |
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|
2023
Q1 | $233K | Buy |
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|
2022
Q4 | $331K | Buy |
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|
2022
Q3 | $271K | Hold |
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|
2022
Q2 | $238K | Hold |
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|
2022
Q1 | $318K | Sell |
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|
2021
Q4 | $371K | Buy |
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|
2021
Q3 | $282K | Buy |
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|
2021
Q2 | $282K | Sell |
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|
2021
Q1 | $261K | Buy |
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|
2020
Q4 | $212K | Buy |
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