Cedar Mountain Advisors’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 | $36.3K | Hold |
397
| – | – | 0.01% | 118 |
|
|
2025
Q1 | $31.1K | Buy |
397
+1
| +0.3% | +$78 | 0.01% | 122 |
|
|
2024
Q4 | $29.3K | Buy |
396
+1
| +0.3% | +$74 | 0.01% | 130 |
|
|
2024
Q3 | $25.6K | Buy |
395
+1
| +0.3% | +$65 | 0.01% | 134 |
|
|
2024
Q2 | $29.1K | Hold |
394
| – | – | 0.01% | 107 |
|
|
2024
Q1 | $28.5K | Buy |
394
+1
| +0.3% | +$72 | 0.01% | 107 |
|
|
2023
Q4 | $27K | Buy |
393
+1
| +0.3% | +$69 | 0.01% | 108 |
|
|
2023
Q3 | $21.5K | Buy |
392
+1
| +0.3% | +$55 | 0.01% | 114 |
|
|
2023
Q2 | $22.2K | Buy |
391
+216
| +123% | +$12.2K | 0.01% | 116 |
|
|
2023
Q1 | $9.17K | Buy |
+175
| New | +$9.17K | ﹤0.01% | 171 |
|