Americana Partners’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 | $8.94M | Sell |
97,978
-7,162
| -7% | -$653K | 0.31% | 71 |
|
|
2025
Q1 | $8.23M | Sell |
105,140
-19
| -0% | -$1.49K | 0.32% | 74 |
|
|
2024
Q4 | $7.78M | Buy |
105,159
+97,244
| +1,229% | +$7.2M | 0.32% | 82 |
|
|
2024
Q3 | $513K | Sell |
7,915
-82,126
| -91% | -$5.32M | 0.03% | 242 |
|
|
2024
Q2 | $6.64M | Buy |
90,041
+35,945
| +66% | +$2.65M | 0.52% | 50 |
|
|
2024
Q1 | $3.91M | Sell |
54,096
-3,096
| -5% | -$224K | 0.33% | 81 |
|
|
2023
Q4 | $2.82M | Buy |
57,192
+11,565
| +25% | +$570K | 0.27% | 92 |
|
|
2023
Q3 | $2.49M | Sell |
45,627
-11,818
| -21% | -$645K | 0.27% | 87 |
|
|
2023
Q2 | $3.26M | Buy |
57,445
+12,339
| +27% | +$699K | 0.42% | 64 |
|
|
2023
Q1 | $2.36M | Buy |
45,106
+9,718
| +27% | +$509K | 0.37% | 76 |
|
|
2022
Q4 | $1.44M | Buy |
35,388
+26,490
| +298% | +$1.08M | 0.25% | 91 |
|
|
2022
Q3 | $639K | Buy |
8,898
+255
| +3% | +$18.3K | 0.11% | 140 |
|
|
2022
Q2 | $543K | Buy |
+8,643
| New | +$543K | 0.1% | 144 |
|