Alliance Wealth Advisors (Pennsylvania)’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 | $459K | Buy |
5,035
+191
| +4% | +$17.4K | 0.23% | 73 |
|
|
2025
Q1 | $379K | Sell |
4,844
-521
| -10% | -$40.8K | 0.22% | 88 |
|
|
2024
Q4 | $397K | Buy |
5,365
+7
| +0.1% | +$518 | 0.22% | 80 |
|
|
2024
Q3 | $347K | Buy |
5,358
+142
| +3% | +$9.2K | 0.2% | 96 |
|
|
2024
Q2 | $384K | Sell |
5,216
-507
| -9% | -$37.4K | 0.24% | 79 |
|
|
2024
Q1 | $414K | Sell |
5,723
-130
| -2% | -$9.4K | 0.26% | 74 |
|
|
2023
Q4 | $403K | Sell |
5,853
-273
| -4% | -$18.8K | 0.27% | 77 |
|
|
2023
Q3 | $336K | Hold |
6,126
| – | – | 0.24% | 81 |
|
|
2023
Q2 | $347K | Buy |
6,126
+1,177
| +24% | +$66.7K | 0.25% | 82 |
|
|
2023
Q1 | $259K | Buy |
4,949
+2,096
| +73% | +$110K | 0.19% | 100 |
|
|
2022
Q4 | $238K | Sell |
2,853
-7
| -0.2% | -$583 | 0.2% | 99 |
|
|
2022
Q3 | $206K | Buy |
+2,860
| New | +$206K | 0.19% | 102 |
|