BA
Bellwether Advisors’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Sell |
2,363
-25,759
| -92% | -$2.35M | 0.04% | 119 |
|
|
2025
Q1 | $2.2M | Buy |
28,122
+23,352
| +490% | +$1.83M | 0.46% | 43 |
|
|
2024
Q4 | $353K | Buy |
+4,770
| New | +$353K | 0.06% | 99 |
|
|
2023
Q2 | – | Sell |
-2,309
| Closed | -$121K | – | 383 |
|
|
2023
Q1 | $121K | Hold |
2,309
| – | – | 0.03% | 149 |
|
|
2022
Q4 | $192K | Hold |
2,309
| – | – | 0.06% | 123 |
|
|
2022
Q3 | $165K | Hold |
2,309
| – | – | 0.05% | 107 |
|
|
2022
Q2 | $145K | Hold |
2,309
| – | – | 0.05% | 124 |
|
|
2022
Q1 | $194K | Sell |
2,309
-5,451
| -70% | -$458K | 0.06% | 135 |
|
|
2021
Q4 | $652K | Buy |
7,760
+7,660
| +7,660% | +$644K | 0.2% | 76 |
|
|
2021
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 336 |
|
|
2021
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 293 |
|
|
2021
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 290 |
|
|
2020
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 270 |
|