American Capital Advisory’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 | $36K | Hold |
395
| – | – | 0.02% | 213 |
|
|
2025
Q1 | $30.9K | Hold |
395
| – | – | 0.02% | 223 |
|
|
2024
Q4 | $29.2K | Hold |
395
| – | – | 0.02% | 224 |
|
|
2024
Q3 | $25.6K | Hold |
395
| – | – | 0.01% | 233 |
|
|
2024
Q2 | $27.2K | Buy |
+395
| New | +$27.2K | 0.02% | 193 |
|
|
2024
Q1 | – | Sell |
-395
| Closed | -$27.2K | – | 503 |
|
|
2023
Q4 | $27.2K | Buy |
+395
| New | +$27.2K | 0.02% | 193 |
|