Aviso Financial’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 | $526K | Buy |
5,765
+300
| +5% | +$27.4K | 0.02% | 195 |
|
|
2025
Q1 | $428K | Buy |
5,465
+1,258
| +30% | +$98.5K | 0.02% | 202 |
|
|
2024
Q4 | $311K | Sell |
4,207
-132
| -3% | -$9.77K | 0.02% | 222 |
|
|
2024
Q3 | $281K | Sell |
4,339
-140
| -3% | -$9.07K | 0.01% | 232 |
|
|
2024
Q2 | $330K | Buy |
+4,479
| New | +$330K | 0.02% | 209 |
|