Byrne 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 | $47.6K | Hold |
522
| – | – | 0.03% | 242 |
|
|
2025
Q1 | $40.9K | Sell |
522
-45
| -8% | -$3.52K | 0.03% | 248 |
|
|
2024
Q4 | $42K | Sell |
567
-100
| -15% | -$7.4K | 0.03% | 213 |
|
|
2024
Q3 | $43.2K | Sell |
667
-85
| -11% | -$5.51K | 0.03% | 214 |
|
|
2024
Q2 | $55.3K | Sell |
752
-75
| -9% | -$5.52K | 0.04% | 189 |
|
|
2024
Q1 | $59.8K | Hold |
827
| – | – | 0.04% | 189 |
|
|
2023
Q4 | $57.3K | Buy |
+827
| New | +$57.3K | 0.04% | 190 |
|
|
2023
Q3 | – | Sell |
-827
| Closed | -$47K | – | 194 |
|
|
2023
Q2 | $47K | Sell |
827
-275
| -25% | -$15.6K | 0.03% | 246 |
|
|
2023
Q1 | $58K | Buy |
1,102
+1,047
| +1,904% | +$55.1K | 0.04% | 212 |
|
|
2022
Q4 | $4.58K | Hold |
55
| – | – | ﹤0.01% | 443 |
|
|
2022
Q3 | $4K | Hold |
55
| – | – | ﹤0.01% | 431 |
|
|
2022
Q2 | $3K | Sell |
55
-95
| -63% | -$5.18K | ﹤0.01% | 475 |
|
|
2022
Q1 | $13K | Buy |
+150
| New | +$13K | 0.01% | 362 |
|