Ally 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 | – | Sell |
-27,000
| Closed | -$2.11M | – | 119 |
|
|
2025
Q1 | $2.11M | Buy |
+27,000
| New | +$2.11M | 0.24% | 72 |
|
|
2024
Q4 | – | Sell |
-24,000
| Closed | -$1.56M | – | 122 |
|
|
2024
Q3 | $1.56M | Buy |
+24,000
| New | +$1.56M | 0.19% | 80 |
|
|
2024
Q2 | – | Sell |
-15,000
| Closed | -$1.09M | – | 129 |
|
|
2024
Q1 | $1.09M | Buy |
+15,000
| New | +$1.09M | 0.15% | 96 |
|