Bedel Financial Consulting’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-606
| Closed | -$51K | – | 754 |
|
|
2022
Q1 | $51K | Hold |
606
| – | – | 0.02% | 386 |
|
|
2021
Q4 | $51K | Hold |
606
| – | – | 0.02% | 392 |
|
|
2021
Q3 | $44K | Hold |
606
| – | – | 0.02% | 396 |
|
|
2021
Q2 | $44K | Hold |
606
| – | – | 0.02% | 402 |
|
|
2021
Q1 | $39K | Hold |
606
| – | – | 0.02% | 398 |
|
|
2020
Q4 | $32K | Buy |
606
+29
| +5% | +$1.53K | 0.01% | 379 |
|
|
2020
Q3 | $21K | Hold |
577
| – | – | 0.01% | 418 |
|
|
2020
Q2 | $19K | Buy |
577
+27
| +5% | +$889 | 0.01% | 412 |
|
|
2020
Q1 | $18K | Hold |
550
| – | – | 0.01% | 398 |
|
|
2019
Q4 | $26K | Hold |
550
| – | – | 0.01% | 376 |
|
|
2019
Q3 | $23K | Hold |
550
| – | – | 0.01% | 379 |
|
|
2019
Q2 | $22K | Buy |
550
+71
| +15% | +$2.84K | 0.01% | 381 |
|
|
2019
Q1 | $20K | Hold |
479
| – | – | 0.01% | 394 |
|
|
2018
Q4 | $20K | Hold |
479
| – | – | 0.01% | 363 |
|
|
2018
Q3 | $23K | Hold |
479
| – | – | 0.02% | 366 |
|
|
2018
Q2 | $24K | Hold |
479
| – | – | 0.02% | 351 |
|
|
2018
Q1 | $25K | Buy |
+479
| New | +$25K | 0.02% | 356 |
|