Broadleaf Partners’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 | $241K | Hold |
2,640
| – | – | 0.05% | 79 |
|
|
2025
Q1 | $207K | Buy |
+2,640
| New | +$207K | 0.05% | 78 |
|
|
2023
Q1 | – | Sell |
-2,640
| Closed | -$220K | – | 74 |
|
|
2022
Q4 | $220K | Buy |
+2,640
| New | +$220K | 0.09% | 70 |
|
|
2022
Q2 | – | Sell |
-2,640
| Closed | -$223K | – | 69 |
|
|
2022
Q1 | $223K | Hold |
2,640
| – | – | 0.07% | 67 |
|
|
2021
Q4 | $222K | Buy |
+2,640
| New | +$222K | 0.07% | 70 |
|
|
2019
Q1 | – | Sell |
-66,577
| Closed | -$2.77M | – | 54 |
|
|
2018
Q4 | $2.77M | Buy |
66,577
+13,061
| +24% | +$542K | 2.21% | 26 |
|
|
2018
Q3 | $2.63M | Sell |
53,516
-1,005
| -2% | -$49.4K | 1.76% | 28 |
|
|
2018
Q2 | $2.79M | Buy |
54,521
+12,355
| +29% | +$631K | 2.04% | 24 |
|
|
2018
Q1 | $2.2M | Sell |
42,166
-119
| -0.3% | -$6.21K | 1.69% | 30 |
|
|
2017
Q4 | $2.17M | Buy |
+42,285
| New | +$2.17M | 1.8% | 28 |
|