CBIZ Investment Advisory Services’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 | $44.8K | Buy |
491
+105
| +27% | +$9.57K | ﹤0.01% | 145 |
|
|
2025
Q1 | $30.2K | Buy |
386
+191
| +98% | +$14.9K | ﹤0.01% | 166 |
|
|
2024
Q4 | $14.4K | Buy |
195
+25
| +15% | +$1.85K | ﹤0.01% | 250 |
|
|
2024
Q3 | $11.1K | Sell |
170
-1
| -0.6% | -$65 | ﹤0.01% | 255 |
|
|
2024
Q2 | $12.6K | Hold |
171
| – | – | ﹤0.01% | 238 |
|
|
2024
Q1 | $12.3K | Buy |
+171
| New | +$12.3K | ﹤0.01% | 238 |
|