Ancora Advisors’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 | $2.34M | Sell |
25,663
-2,211
| -8% | -$202K | 0.05% | 264 |
|
|
2025
Q1 | $2.18M | Sell |
27,874
-2,458
| -8% | -$192K | 0.05% | 262 |
|
|
2024
Q4 | $2.24M | Sell |
30,332
-704
| -2% | -$52.1K | 0.05% | 258 |
|
|
2024
Q3 | $2.01M | Sell |
31,036
-2,463
| -7% | -$160K | 0.05% | 272 |
|
|
2024
Q2 | $2.47M | Sell |
33,499
-7,499
| -18% | -$553K | 0.06% | 241 |
|
|
2024
Q1 | $2.97M | Sell |
40,998
-39
| -0.1% | -$2.82K | 0.07% | 215 |
|
|
2023
Q4 | $2.82M | Buy |
41,037
+1,500
| +4% | +$103K | 0.07% | 219 |
|
|
2023
Q3 | $2.17M | Sell |
39,537
-88
| -0.2% | -$4.83K | 0.06% | 235 |
|
|
2023
Q2 | $2.25M | Sell |
39,625
-6,942
| -15% | -$393K | 0.06% | 234 |
|
|
2023
Q1 | $2.44M | Buy |
46,567
+16,312
| +54% | +$854K | 0.07% | 211 |
|
|
2022
Q4 | $2.52M | Sell |
30,255
-473
| -2% | -$39.4K | 0.07% | 222 |
|
|
2022
Q3 | $2.21M | Buy |
30,728
+588
| +2% | +$42.3K | 0.07% | 221 |
|
|
2022
Q2 | $1.9M | Sell |
30,140
-7,834
| -21% | -$495K | 0.05% | 256 |
|
|
2022
Q1 | $3.2M | Sell |
37,974
-2,118
| -5% | -$179K | 0.08% | 206 |
|
|
2021
Q4 | $3.37M | Sell |
40,092
-2,006
| -5% | -$169K | 0.08% | 208 |
|
|
2021
Q3 | $3.07M | Sell |
42,098
-10,419
| -20% | -$759K | 0.08% | 216 |
|
|
2021
Q2 | $3.82M | Sell |
52,517
-16,225
| -24% | -$1.18M | 0.1% | 187 |
|
|
2021
Q1 | $4.48M | Sell |
68,742
-18,940
| -22% | -$1.23M | 0.12% | 167 |
|
|
2020
Q4 | $4.65M | Buy |
87,682
+6,393
| +8% | +$339K | 0.15% | 162 |
|
|
2020
Q3 | $2.95M | Buy |
81,289
+7,586
| +10% | +$275K | 0.12% | 178 |
|
|
2020
Q2 | $2.49M | Sell |
73,703
-103
| -0.1% | -$3.48K | 0.1% | 195 |
|
|
2020
Q1 | $2.48M | Buy |
73,806
+3,738
| +5% | +$126K | 0.11% | 190 |
|
|
2019
Q4 | $3.33M | Buy |
70,068
+9,490
| +16% | +$451K | 0.12% | 179 |
|
|
2019
Q3 | $2.53M | Buy |
60,578
+13,872
| +30% | +$580K | 0.11% | 193 |
|
|
2019
Q2 | $1.88M | Sell |
46,706
-662
| -1% | -$26.6K | 0.08% | 221 |
|
|
2019
Q1 | $2.03M | Buy |
47,368
+707
| +2% | +$30.2K | 0.09% | 220 |
|
|
2018
Q4 | $1.94M | Buy |
46,661
+8,541
| +22% | +$355K | 0.09% | 216 |
|
|
2018
Q3 | $1.87M | Buy |
38,120
+562
| +1% | +$27.6K | 0.07% | 246 |
|
|
2018
Q2 | $1.92M | Sell |
37,558
-2,608
| -6% | -$133K | 0.08% | 234 |
|
|
2018
Q1 | $2.1M | Buy |
40,166
+2,114
| +6% | +$110K | 0.09% | 227 |
|
|
2017
Q4 | $1.96M | Buy |
38,052
+7,450
| +24% | +$383K | 0.1% | 211 |
|
|
2017
Q3 | $1.34M | Sell |
30,602
-3,389
| -10% | -$148K | 0.08% | 268 |
|
|
2017
Q2 | $1.46M | Sell |
33,991
-2,300
| -6% | -$98.8K | 0.09% | 242 |
|
|
2017
Q1 | $1.48M | Sell |
36,291
-9,213
| -20% | -$376K | 0.1% | 238 |
|
|
2016
Q4 | $1.8M | Buy |
+45,504
| New | +$1.8M | 0.13% | 201 |
|