Center for Financial Planning’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 | $70.3K | Buy |
770
+750
| +3,750% | +$68.4K | 0.01% | 257 |
|
|
2025
Q1 | $1.57K | Hold |
20
| – | – | ﹤0.01% | 605 |
|
|
2024
Q4 | $1.48K | Sell |
20
-98
| -83% | -$7.26K | ﹤0.01% | 568 |
|
|
2024
Q3 | $7.65K | Hold |
118
| – | – | ﹤0.01% | 426 |
|
|
2024
Q2 | $8.7K | Hold |
118
| – | – | ﹤0.01% | 408 |
|
|
2024
Q1 | $8.54K | Hold |
118
| – | – | ﹤0.01% | 422 |
|
|
2023
Q4 | $8.12K | Hold |
118
| – | – | ﹤0.01% | 393 |
|
|
2023
Q3 | $6.48K | Hold |
118
| – | – | ﹤0.01% | 399 |
|
|
2023
Q2 | $6.69K | Buy |
+118
| New | +$6.69K | ﹤0.01% | 422 |
|
|
2022
Q3 | – | Sell |
-17
| Closed | -$1K | – | 682 |
|
|
2022
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 513 |
|
|
2022
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 522 |
|
|
2021
Q4 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 525 |
|
|
2021
Q2 | – | Sell |
-81
| Closed | -$5K | – | 536 |
|
|
2021
Q1 | $5K | Hold |
81
| – | – | ﹤0.01% | 449 |
|
|
2020
Q4 | $4K | Buy |
+81
| New | +$4K | ﹤0.01% | 409 |
|