AIFAIM
American Institute for Advanced Investment Management’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Buy |
3,915
+90
| +2% | +$8.21K | 0.25% | 100 |
|
|
2025
Q1 | $299K | Hold |
3,825
| – | – | 0.23% | 106 |
|
|
2024
Q4 | $283K | Hold |
3,825
| – | – | 0.21% | 108 |
|
|
2024
Q3 | $248K | Hold |
3,825
| – | – | 0.18% | 125 |
|
|
2024
Q2 | $282K | Hold |
3,825
| – | – | 0.22% | 108 |
|
|
2024
Q1 | $277K | Hold |
3,825
| – | – | 0.22% | 111 |
|
|
2023
Q4 | $263K | Buy |
+3,825
| New | +$263K | 0.23% | 98 |
|