B.O.S.S. Retirement Advisors’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 | $250K | Sell |
2,740
-1,079
| -28% | -$98.5K | 0.06% | 164 |
|
|
2025
Q1 | $299K | Sell |
3,819
-984
| -20% | -$77K | 0.09% | 137 |
|
|
2024
Q4 | $355K | Buy |
+4,803
| New | +$355K | 0.1% | 129 |
|
|
2024
Q1 | – | Sell |
-4,582
| Closed | -$315K | – | 208 |
|
|
2023
Q4 | $315K | Sell |
4,582
-381
| -8% | -$26.2K | 0.06% | 207 |
|
|
2023
Q3 | $273K | Buy |
4,963
+11
| +0.2% | +$604 | 0.06% | 208 |
|
|
2023
Q2 | $281K | Buy |
+4,952
| New | +$281K | 0.06% | 208 |
|