Ceeto Capital Group’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 | $194K | Hold |
2,125
| – | – | 0.07% | 152 |
|
|
2025
Q1 | $166K | Hold |
2,125
| – | – | 0.06% | 154 |
|
|
2024
Q4 | $157K | Sell |
2,125
-750
| -26% | -$55.4K | 0.06% | 160 |
|
|
2024
Q3 | $186K | Buy |
+2,875
| New | +$186K | 0.07% | 155 |
|
|
2019
Q2 | – | Sell |
-9,000
| Closed | -$385K | – | 140 |
|
|
2019
Q1 | $385K | Hold |
9,000
| – | – | 0.28% | 96 |
|
|
2018
Q4 | $374K | Hold |
9,000
| – | – | 0.31% | 89 |
|
|
2018
Q3 | $442K | Hold |
9,000
| – | – | 0.3% | 87 |
|
|
2018
Q2 | $460K | Hold |
9,000
| – | – | 0.34% | 84 |
|
|
2018
Q1 | $470K | Buy |
+9,000
| New | +$470K | 0.36% | 82 |
|