Athena Investment Management’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 | $703K | Hold |
7,708
| – | – | 0.39% | 65 |
|
|
2025
Q1 | $603K | Hold |
7,708
| – | – | 0.37% | 64 |
|
|
2024
Q4 | $570K | Hold |
7,708
| – | – | 0.33% | 74 |
|
|
2024
Q3 | $500K | Hold |
7,708
| – | – | 0.28% | 81 |
|
|
2024
Q2 | $568K | Hold |
7,708
| – | – | 0.34% | 72 |
|
|
2024
Q1 | $558K | Hold |
7,708
| – | – | 0.33% | 74 |
|
|
2023
Q4 | $530K | Hold |
7,708
| – | – | 0.34% | 70 |
|
|
2023
Q3 | $423K | Hold |
7,708
| – | – | 0.3% | 78 |
|
|
2023
Q2 | $437K | Buy |
7,708
+250
| +3% | +$14.2K | 0.3% | 76 |
|
|
2023
Q1 | $391K | Hold |
7,458
| – | – | 0.28% | 85 |
|
|
2022
Q4 | $621K | Hold |
7,458
| – | – | 0.46% | 51 |
|
|
2022
Q3 | $536K | Hold |
7,458
| – | – | 0.45% | 53 |
|
|
2022
Q2 | $471K | Hold |
7,458
| – | – | 0.37% | 60 |
|
|
2022
Q1 | $630K | Buy |
+7,458
| New | +$630K | 0.49% | 49 |
|