Bell Investment 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 | $173K | Buy |
1,901
+20
| +1% | +$1.83K | 0.03% | 123 |
|
|
2025
Q1 | $147K | Sell |
1,881
-334
| -15% | -$26.1K | 0.03% | 120 |
|
|
2024
Q4 | $164K | Sell |
2,215
-12
| -0.5% | -$888 | 0.03% | 117 |
|
|
2024
Q3 | $144K | Sell |
2,227
-23
| -1% | -$1.49K | 0.03% | 121 |
|
|
2024
Q2 | $166K | Buy |
2,250
+14
| +0.6% | +$1.03K | 0.03% | 110 |
|
|
2024
Q1 | $162K | Buy |
2,236
+17
| +0.8% | +$1.23K | 0.03% | 107 |
|
|
2023
Q4 | $153K | Sell |
2,219
-4
| -0.2% | -$275 | 0.03% | 106 |
|
|
2023
Q3 | $122K | Buy |
2,223
+78
| +4% | +$4.28K | 0.03% | 108 |
|
|
2023
Q2 | $122K | Buy |
2,145
+1,285
| +149% | +$72.8K | 0.03% | 102 |
|
|
2023
Q1 | $45K | Sell |
860
-202
| -19% | -$10.6K | 0.01% | 175 |
|
|
2022
Q4 | $88.4K | Buy |
1,062
+96
| +10% | +$7.99K | 0.02% | 112 |
|
|
2022
Q3 | $69K | Buy |
966
+99
| +11% | +$7.07K | 0.02% | 103 |
|
|
2022
Q2 | $55K | Buy |
+867
| New | +$55K | 0.02% | 129 |
|
|
2021
Q4 | $81K | Buy |
965
+126
| +15% | +$10.6K | 0.02% | 117 |
|
|
2021
Q3 | $61K | Buy |
+839
| New | +$61K | 0.02% | 123 |
|