Bruce G. Allen Investments’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 | $214K | Sell |
2,343
-841
| -26% | -$76.7K | 0.16% | 70 |
|
|
2025
Q1 | $249K | Buy |
3,184
+277
| +10% | +$21.7K | 0.2% | 59 |
|
|
2024
Q4 | $215K | Sell |
2,907
-103
| -3% | -$7.62K | 0.17% | 67 |
|
|
2024
Q3 | $195K | Buy |
3,010
+244
| +9% | +$15.8K | 0.15% | 76 |
|
|
2024
Q2 | $204K | Buy |
2,766
+90
| +3% | +$6.63K | 0.17% | 68 |
|
|
2024
Q1 | $194K | Buy |
2,676
+200
| +8% | +$14.5K | 0.16% | 78 |
|
|
2023
Q4 | $170K | Buy |
+2,476
| New | +$170K | 0.16% | 90 |
|