Allen Mooney & Barnes Investment 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 | $16.6M | Sell |
181,949
-1,540
| -0.8% | -$141K | 2.73% | 8 |
|
|
2025
Q1 | $14.4M | Buy |
183,489
+3,959
| +2% | +$310K | 2.34% | 12 |
|
|
2024
Q4 | $13.3M | Buy |
179,530
+2,628
| +1% | +$194K | 2.24% | 13 |
|
|
2024
Q3 | $11.5M | Sell |
176,902
-3,390
| -2% | -$220K | 1.95% | 20 |
|
|
2024
Q2 | $13.3M | Buy |
180,292
+1,284
| +0.7% | +$94.6K | 2.38% | 10 |
|
|
2024
Q1 | $12.6M | Buy |
179,008
+245
| +0.1% | +$17.3K | 2.43% | 11 |
|
|
2023
Q4 | $12.3M | Buy |
178,763
+3,927
| +2% | +$270K | 2.34% | 13 |
|
|
2023
Q3 | $9.6M | Buy |
174,836
+8,102
| +5% | +$445K | 2.04% | 19 |
|
|
2023
Q2 | $9.45M | Buy |
166,734
+159,971
| +2,365% | +$9.07M | 2.09% | 17 |
|
|
2023
Q1 | $354K | Sell |
6,763
-799
| -11% | -$41.9K | 0.08% | 103 |
|
|
2022
Q4 | $630K | Buy |
7,562
+1
| +0% | +$83 | 0.15% | 74 |
|
|
2022
Q3 | $543K | Sell |
7,561
-79
| -1% | -$5.68K | 0.15% | 78 |
|
|
2022
Q2 | $483K | Buy |
7,640
+2
| +0% | +$126 | 0.12% | 85 |
|
|
2022
Q1 | $644K | Buy |
+7,638
| New | +$644K | 0.14% | 82 |
|