Berger 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Buy |
3,786
+3
| +0.1% | +$274 | 0.02% | 316 |
|
|
2025
Q1 | $296K | Sell |
3,783
-62
| -2% | -$4.85K | 0.02% | 333 |
|
|
2024
Q4 | $285K | Sell |
3,845
-114
| -3% | -$8.44K | 0.02% | 325 |
|
|
2024
Q3 | $257K | Buy |
3,959
+19
| +0.5% | +$1.23K | 0.02% | 339 |
|
|
2024
Q2 | $290K | Sell |
3,940
-673
| -15% | -$49.6K | 0.02% | 290 |
|
|
2024
Q1 | $334K | Sell |
4,613
-303
| -6% | -$21.9K | 0.03% | 262 |
|
|
2023
Q4 | $338K | Buy |
4,916
+407
| +9% | +$28K | 0.04% | 212 |
|
|
2023
Q3 | $248K | Sell |
4,509
-418
| -8% | -$23K | 0.03% | 240 |
|
|
2023
Q2 | $279K | Buy |
4,927
+415
| +9% | +$23.5K | 0.03% | 223 |
|
|
2023
Q1 | $236K | Buy |
+4,512
| New | +$236K | 0.03% | 246 |
|
|
2022
Q2 | – | Sell |
-2,832
| Closed | -$239K | – | 275 |
|
|
2022
Q1 | $239K | Buy |
2,832
+429
| +18% | +$36.2K | 0.03% | 240 |
|
|
2021
Q4 | $202K | Buy |
+2,403
| New | +$202K | 0.03% | 249 |
|