Canopy Partners’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 | $1.58M | Buy |
17,292
+296
| +2% | +$27K | 0.58% | 37 |
|
|
2025
Q1 | $1.33M | Buy |
16,996
+777
| +5% | +$60.8K | 0.52% | 42 |
|
|
2024
Q4 | $1.2M | Buy |
16,219
+6,615
| +69% | +$490K | 0.46% | 44 |
|
|
2024
Q3 | $622K | Sell |
9,604
-88
| -0.9% | -$5.7K | 0.27% | 80 |
|
|
2024
Q2 | $714K | Hold |
9,692
| – | – | 0.33% | 70 |
|
|
2024
Q1 | $701K | Buy |
9,692
+495
| +5% | +$35.8K | 0.34% | 71 |
|
|
2023
Q4 | $633K | Buy |
+9,197
| New | +$633K | 0.39% | 62 |
|