Caldwell Sutter Capital’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 | $31.9K | Sell |
350
-4
| -1% | -$365 | 0.01% | 410 |
|
|
2025
Q1 | $27.7K | Hold |
354
| – | – | 0.01% | 425 |
|
|
2024
Q4 | $26.2K | Hold |
354
| – | – | 0.01% | 443 |
|
|
2024
Q3 | $22.9K | Hold |
354
| – | – | 0.01% | 467 |
|
|
2024
Q2 | $26.1K | Hold |
354
| – | – | 0.01% | 442 |
|
|
2024
Q1 | $25.6K | Sell |
354
-118
| -25% | -$8.54K | 0.01% | 439 |
|
|
2023
Q4 | $32.5K | Buy |
472
+4
| +0.9% | +$275 | 0.02% | 394 |
|
|
2023
Q3 | $25.7K | Hold |
468
| – | – | 0.01% | 400 |
|
|
2023
Q2 | $26.5K | Buy |
468
+144
| +44% | +$8.16K | 0.01% | 407 |
|
|
2023
Q1 | $17K | Buy |
+324
| New | +$17K | 0.01% | 354 |
|