Ausdal Financial 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 | $555K | Sell |
6,082
-1,131
| -16% | -$103K | 0.04% | 408 |
|
|
2025
Q1 | $565K | Buy |
7,213
+651
| +10% | +$51K | 0.04% | 368 |
|
|
2024
Q4 | $486K | Buy |
6,562
+2,062
| +46% | +$153K | 0.04% | 369 |
|
|
2024
Q3 | $292K | Buy |
4,500
+421
| +10% | +$27.3K | 0.03% | 417 |
|
|
2024
Q2 | $301K | Sell |
4,079
-844
| -17% | -$62.2K | 0.03% | 392 |
|
|
2024
Q1 | $356K | Sell |
4,923
-354
| -7% | -$25.6K | 0.04% | 335 |
|
|
2023
Q4 | $363K | Buy |
5,277
+97
| +2% | +$6.67K | 0.04% | 314 |
|
|
2023
Q3 | $284K | Sell |
5,180
-813
| -14% | -$44.6K | 0.04% | 349 |
|
|
2023
Q2 | $340K | Buy |
5,993
+1,851
| +45% | +$105K | 0.05% | 304 |
|
|
2023
Q1 | $217K | Buy |
4,142
+1,221
| +42% | +$64K | 0.03% | 403 |
|
|
2022
Q4 | $243K | Sell |
2,921
-332
| -10% | -$27.6K | 0.04% | 387 |
|
|
2022
Q3 | $234K | Hold |
3,253
| – | – | 0.04% | 379 |
|
|
2022
Q2 | $205K | Buy |
3,253
+406
| +14% | +$25.6K | 0.03% | 414 |
|
|
2022
Q1 | $240K | Sell |
2,847
-401
| -12% | -$33.8K | 0.03% | 409 |
|
|
2021
Q4 | $273K | Buy |
3,248
+1
| +0% | +$84 | 0.04% | 387 |
|
|
2021
Q3 | $237K | Sell |
3,247
-529
| -14% | -$38.6K | 0.04% | 404 |
|
|
2021
Q2 | $275K | Sell |
3,776
-624
| -14% | -$45.4K | 0.04% | 367 |
|
|
2021
Q1 | $287K | Sell |
4,400
-745
| -14% | -$48.6K | 0.05% | 346 |
|
|
2020
Q4 | $273K | Buy |
+5,145
| New | +$273K | 0.05% | 330 |
|