Bard Financial Services’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 | $2.81M | Sell |
30,775
-500
| -2% | -$45.6K | 0.34% | 72 |
|
|
2025
Q1 | $2.45M | Hold |
31,275
| – | – | 0.3% | 78 |
|
|
2024
Q4 | $2.31M | Hold |
31,275
| – | – | 0.28% | 80 |
|
|
2024
Q3 | $2.03M | Sell |
31,275
-2,000
| -6% | -$130K | 0.24% | 85 |
|
|
2024
Q2 | $2.45M | Hold |
33,275
| – | – | 0.25% | 79 |
|
|
2024
Q1 | $2.41M | Sell |
33,275
-125
| -0.4% | -$9.04K | 0.26% | 82 |
|
|
2023
Q4 | $2.3M | Buy |
33,400
+5,900
| +21% | +$406K | 0.26% | 84 |
|
|
2023
Q3 | $1.51M | Buy |
27,500
+3,025
| +12% | +$166K | 0.19% | 93 |
|
|
2023
Q2 | $1.39M | Buy |
24,475
+19,300
| +373% | +$1.09M | 0.11% | 143 |
|
|
2023
Q1 | $271K | Buy |
+5,175
| New | +$271K | 0.02% | 271 |
|