Apexium Financial’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 | $499K | Buy |
5,473
+72
| +1% | +$6.57K | 0.03% | 180 |
|
|
2025
Q1 | $423K | Buy |
5,401
+1,123
| +26% | +$87.9K | 0.03% | 187 |
|
|
2024
Q4 | $317K | Hold |
4,278
| – | – | 0.02% | 203 |
|
|
2024
Q3 | $277K | Sell |
4,278
-263
| -6% | -$17K | 0.02% | 198 |
|
|
2024
Q2 | $335K | Buy |
4,541
+96
| +2% | +$7.07K | 0.02% | 171 |
|
|
2024
Q1 | $322K | Sell |
4,445
-1,640
| -27% | -$119K | 0.02% | 171 |
|
|
2023
Q4 | $419K | Buy |
6,085
+2,146
| +54% | +$148K | 0.03% | 187 |
|
|
2023
Q3 | $216K | Buy |
3,939
+228
| +6% | +$12.5K | 0.02% | 196 |
|
|
2023
Q2 | $210K | Buy |
+3,711
| New | +$210K | 0.02% | 205 |
|