Callan Capital’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,287
| Closed | -$278K | – | 365 |
|
|
2024
Q3 | $278K | Sell |
4,287
-1,267
| -23% | -$82.1K | 0.02% | 277 |
|
|
2024
Q2 | $409K | Buy |
5,554
+1,653
| +42% | +$122K | 0.03% | 187 |
|
|
2024
Q1 | $282K | Buy |
3,901
+48
| +1% | +$3.47K | 0.02% | 214 |
|
|
2023
Q4 | $265K | Buy |
+3,853
| New | +$265K | 0.03% | 184 |
|