Birchbrook’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 | $198K | Sell |
2,167
-99
| -4% | -$9.03K | 0.11% | 80 |
|
|
2025
Q1 | $177K | Sell |
2,266
-165
| -7% | -$12.9K | 0.1% | 77 |
|
|
2024
Q4 | $180K | Sell |
2,431
-50
| -2% | -$3.7K | 0.1% | 73 |
|
|
2024
Q3 | $161K | Sell |
2,481
-1,104
| -31% | -$71.5K | 0.09% | 73 |
|
|
2024
Q2 | $264K | Sell |
3,585
-1,260
| -26% | -$92.9K | 0.16% | 56 |
|
|
2024
Q1 | $350K | Sell |
4,845
-4,219
| -47% | -$305K | 0.21% | 51 |
|
|
2023
Q4 | $624K | Buy |
+9,064
| New | +$624K | 0.41% | 47 |
|