ASB Consultores’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 | $595K | Buy |
6,524
+1,000
| +18% | +$91.2K | 0.4% | 41 |
|
|
2025
Q1 | $432K | Sell |
5,524
-1,155
| -17% | -$90.4K | 0.28% | 52 |
|
|
2024
Q4 | $494K | Buy |
6,679
+203
| +3% | +$15K | 0.21% | 80 |
|
|
2024
Q3 | $420K | Sell |
6,476
-233
| -3% | -$15.1K | 0.17% | 96 |
|
|
2024
Q2 | $494K | Sell |
6,709
-6,989
| -51% | -$515K | 0.18% | 75 |
|
|
2024
Q1 | $991K | Buy |
+13,698
| New | +$991K | 0.26% | 53 |
|
|
2023
Q1 | – | Sell |
-4,859
| Closed | -$405K | – | 213 |
|
|
2022
Q4 | $405K | Sell |
4,859
-870
| -15% | -$72.4K | 0.17% | 91 |
|
|
2022
Q3 | $412K | Buy |
5,729
+1,864
| +48% | +$134K | 0.19% | 71 |
|
|
2022
Q2 | $244K | Sell |
3,865
-4,020
| -51% | -$254K | 0.11% | 135 |
|
|
2022
Q1 | $665K | Buy |
7,885
+1,152
| +17% | +$97.2K | 0.28% | 58 |
|
|
2021
Q4 | $566K | Buy |
+6,733
| New | +$566K | 0.28% | 70 |
|