BFSG LLC’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 | $10.8K | Sell |
118
-165
| -58% | -$15.1K | ﹤0.01% | 502 |
|
|
2025
Q1 | $22.2K | Sell |
283
-115
| -29% | -$9K | ﹤0.01% | 437 |
|
|
2024
Q4 | $29.5K | Buy |
398
+25
| +7% | +$1.85K | ﹤0.01% | 419 |
|
|
2024
Q3 | $24.2K | Buy |
373
+255
| +216% | +$16.5K | ﹤0.01% | 431 |
|
|
2024
Q2 | $8.7K | Sell |
118
-82
| -41% | -$6.04K | ﹤0.01% | 490 |
|
|
2024
Q1 | $14.5K | Hold |
200
| – | – | ﹤0.01% | 456 |
|
|
2023
Q4 | $13.8K | Buy |
+200
| New | +$13.8K | ﹤0.01% | 435 |
|