BPM
Bowling Portfolio Management’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.43M | Sell |
19,901
-258
| -1% | -$18.5K | 0.39% | 90 |
|
|
2022
Q2 | $1.27M | Sell |
20,159
-169
| -0.8% | -$10.7K | 0.32% | 110 |
|
|
2022
Q1 | $1.71M | Sell |
20,328
-182
| -0.9% | -$15.3K | 0.37% | 100 |
|
|
2021
Q4 | $1.73M | Sell |
20,510
-4
| -0% | -$336 | 0.36% | 95 |
|
|
2021
Q3 | $1.49M | Sell |
20,514
-17
| -0.1% | -$1.24K | 0.34% | 112 |
|
|
2021
Q2 | $1.5M | Sell |
20,531
-62
| -0.3% | -$4.52K | 0.33% | 123 |
|
|
2021
Q1 | $1.34M | Sell |
20,593
-877
| -4% | -$57.2K | 0.32% | 120 |
|
|
2020
Q4 | $1.14M | Buy |
+21,470
| New | +$1.14M | 0.27% | 111 |
|