Certuity’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 | $292K | Buy |
3,199
+194
| +6% | +$17.7K | 0.03% | 303 |
|
|
2025
Q1 | $235K | Buy |
+3,005
| New | +$235K | 0.02% | 333 |
|
|
2024
Q4 | – | Sell |
-43,299
| Closed | -$2.81M | – | 409 |
|
|
2024
Q3 | $2.81M | Sell |
43,299
-2,904
| -6% | -$188K | 0.3% | 65 |
|
|
2024
Q2 | $3.4M | Buy |
46,203
+41,443
| +871% | +$3.05M | 0.27% | 48 |
|
|
2024
Q1 | $344K | Sell |
4,760
-15
| -0.3% | -$1.09K | 0.03% | 224 |
|
|
2023
Q4 | $329K | Sell |
4,775
-122
| -2% | -$8.39K | 0.03% | 231 |
|
|
2023
Q3 | $269K | Buy |
+4,897
| New | +$269K | 0.03% | 206 |
|