Aspect 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 | $365 | Hold |
4
| – | – | ﹤0.01% | 577 |
|
|
2025
Q1 | $313 | Hold |
4
| – | – | ﹤0.01% | 579 |
|
|
2024
Q4 | $296 | Hold |
4
| – | – | ﹤0.01% | 573 |
|
|
2024
Q3 | $259 | Sell |
4
-44
| -92% | -$2.85K | ﹤0.01% | 541 |
|
|
2024
Q2 | $3.54K | Sell |
48
-11
| -19% | -$811 | ﹤0.01% | 389 |
|
|
2024
Q1 | $4.27K | Buy |
59
+44
| +293% | +$3.18K | ﹤0.01% | 365 |
|
|
2023
Q4 | $1.03K | Buy |
+15
| New | +$1.03K | ﹤0.01% | 471 |
|