Beacon Capital Management LLC (Tennessee)’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 | $29.2K | Sell |
320
-167
| -34% | -$15.2K | ﹤0.01% | 428 |
|
|
2025
Q1 | $38.1K | Buy |
487
+169
| +53% | +$13.2K | 0.01% | 359 |
|
|
2024
Q4 | $23.6K | Sell |
318
-20
| -6% | -$1.48K | ﹤0.01% | 441 |
|
|
2024
Q3 | $21.9K | Buy |
338
+77
| +30% | +$4.99K | ﹤0.01% | 477 |
|
|
2024
Q2 | $19.3K | Sell |
261
-159
| -38% | -$11.7K | ﹤0.01% | 451 |
|
|
2024
Q1 | $30.4K | Sell |
420
-228
| -35% | -$16.5K | 0.01% | 377 |
|
|
2023
Q4 | $35.6K | Buy |
648
+1
| +0.2% | +$55 | 0.01% | 284 |
|
|
2023
Q3 | $36.7K | Hold |
647
| – | – | 0.01% | 301 |
|
|
2023
Q2 | $36.7K | Buy |
647
+177
| +38% | +$10K | 0.01% | 301 |
|
|
2023
Q1 | $24.6K | Buy |
+470
| New | +$24.6K | 0.01% | 334 |
|