Buttonwood Financial Advisors’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 | $3.97M | Sell |
43,479
-388
| -0.9% | -$35.4K | 1.59% | 17 |
|
|
2025
Q1 | $3.43M | Sell |
43,867
-152
| -0.3% | -$11.9K | 1.51% | 17 |
|
|
2024
Q4 | $3.26M | Sell |
44,019
-468
| -1% | -$34.6K | 1.43% | 20 |
|
|
2024
Q3 | $2.88M | Buy |
44,487
+1,443
| +3% | +$93.5K | 1.26% | 23 |
|
|
2024
Q2 | $3.17M | Sell |
43,044
-743
| -2% | -$54.8K | 1.5% | 21 |
|
|
2024
Q1 | $3.17M | Buy |
43,787
+7,357
| +20% | +$532K | 1.49% | 21 |
|
|
2023
Q4 | $2.51M | Buy |
36,430
+2,297
| +7% | +$158K | 1.37% | 20 |
|
|
2023
Q3 | $1.87M | Buy |
34,133
+1,763
| +5% | +$96.8K | 1.19% | 25 |
|
|
2023
Q2 | $1.83M | Buy |
32,370
+24,821
| +329% | +$1.41M | 1.15% | 26 |
|
|
2023
Q1 | $395K | Buy |
7,549
+4,128
| +121% | +$216K | 0.31% | 58 |
|
|
2022
Q4 | $285K | Buy |
3,421
+492
| +17% | +$41K | 0.24% | 66 |
|
|
2022
Q3 | $217K | Buy |
+2,929
| New | +$217K | 0.2% | 66 |
|