Atom Investors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-16,056
| Closed | -$1.1M | – | 659 |
|
|
2023
Q4 | $1.1M | Buy |
16,056
+6,722
| +72% | +$462K | 0.2% | 172 |
|
|
2023
Q3 | $512K | Buy |
+9,334
| New | +$512K | 0.12% | 224 |
|
|
2020
Q3 | – | Sell |
-13,004
| Closed | -$439K | – | 598 |
|
|
2020
Q2 | $439K | Buy |
+13,004
| New | +$439K | 0.03% | 268 |
|