Alpha Family Trust’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 | $554K | Hold |
6,070
| – | – | 0.27% | 70 |
|
|
2025
Q1 | $475K | Hold |
6,070
| – | – | 0.28% | 69 |
|
|
2024
Q4 | $449K | Hold |
6,070
| – | – | 0.25% | 64 |
|
|
2024
Q3 | $393K | Hold |
6,070
| – | – | 0.22% | 79 |
|
|
2024
Q2 | $447K | Hold |
6,070
| – | – | 0.26% | 65 |
|
|
2024
Q1 | $439K | Hold |
6,070
| – | – | 0.27% | 64 |
|
|
2023
Q4 | $418K | Buy |
6,070
+1,410
| +30% | +$97K | 0.28% | 66 |
|
|
2023
Q3 | $256K | Buy |
+4,660
| New | +$256K | 0.19% | 97 |
|
|
2023
Q1 | – | Sell |
-3,875
| Closed | -$323K | – | 133 |
|
|
2022
Q4 | $323K | Buy |
+3,875
| New | +$323K | 0.29% | 71 |
|