Cannell & Spears’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 | $441K | Buy |
4,832
+7
| +0.1% | +$639 | 0.01% | 293 |
|
|
2025
Q1 | $378K | Sell |
4,825
-448
| -8% | -$35.1K | 0.01% | 306 |
|
|
2024
Q4 | $390K | Buy |
5,273
+448
| +9% | +$33.2K | 0.01% | 308 |
|
|
2024
Q3 | $313K | Buy |
4,825
+600
| +14% | +$38.9K | 0.01% | 337 |
|
|
2024
Q2 | $311K | Sell |
4,225
-3,581
| -46% | -$264K | 0.01% | 304 |
|
|
2024
Q1 | $565K | Buy |
+7,806
| New | +$565K | 0.01% | 270 |
|