Cassady Schiller Wealth Management’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 | $23.2K | Buy |
314
+55
| +21% | +$4.07K | 0.01% | 266 |
|
|
2024
Q3 | $16.8K | Hold |
259
| – | – | 0.01% | 285 |
|
|
2024
Q2 | $19.1K | Hold |
259
| – | – | 0.01% | 276 |
|
|
2024
Q1 | $18.7K | Hold |
259
| – | – | 0.01% | 293 |
|
|
2023
Q4 | $17.8K | Hold |
259
| – | – | 0.01% | 288 |
|
|
2023
Q3 | $14.2K | Hold |
259
| – | – | 0.01% | 301 |
|
|
2023
Q2 | $14.7K | Hold |
259
| – | – | 0.01% | 308 |
|
|
2023
Q1 | $13.6K | Buy |
259
+200
| +339% | +$10.5K | 0.01% | 302 |
|
|
2022
Q4 | $4.91K | Buy |
+59
| New | +$4.91K | ﹤0.01% | 370 |
|
|
2022
Q1 | – | Sell |
-11
| Closed | -$1K | – | 505 |
|
|
2021
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 499 |
|