Baron Financial Group’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-435
| Closed | -$27.5K | – | 171 |
|
|
2022
Q2 | $27.5K | Hold |
435
| – | – | 0.02% | 111 |
|
|
2022
Q1 | $36.7K | Hold |
435
| – | – | 0.02% | 106 |
|
|
2021
Q4 | $36.6K | Hold |
435
| – | – | 0.02% | 107 |
|
|
2021
Q3 | $31.7K | Hold |
435
| – | – | 0.02% | 117 |
|
|
2021
Q2 | $31.7K | Hold |
435
| – | – | 0.02% | 120 |
|
|
2021
Q1 | $28.4K | Buy |
435
+235
| +118% | +$15.3K | 0.02% | 122 |
|
|
2020
Q4 | $10.6K | Hold |
200
| – | – | 0.01% | 170 |
|
|
2020
Q3 | $7.25K | Buy |
+200
| New | +$7.25K | 0.01% | 193 |
|