BOS Asset Management’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 | $297K | Hold |
3,257
| – | – | 0.09% | 136 |
|
|
2025
Q1 | $255K | Sell |
3,257
-100
| -3% | -$7.83K | 0.09% | 140 |
|
|
2024
Q4 | $248K | Hold |
3,357
| – | – | 0.09% | 136 |
|
|
2024
Q3 | $218K | Buy |
3,357
+132
| +4% | +$8.56K | 0.08% | 153 |
|
|
2024
Q2 | $238K | Hold |
3,225
| – | – | 0.11% | 134 |
|
|
2024
Q1 | $233K | Hold |
3,225
| – | – | 0.12% | 136 |
|
|
2023
Q4 | $222K | Buy |
+3,225
| New | +$222K | 0.15% | 142 |
|