CFO4Life 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 | $381K | Sell |
4,180
-216
| -5% | -$19.7K | 0.06% | 140 |
|
|
2025
Q1 | $344K | Sell |
4,396
-909
| -17% | -$71.2K | 0.06% | 145 |
|
|
2024
Q4 | $393K | Sell |
5,305
-271
| -5% | -$20.1K | 0.07% | 135 |
|
|
2024
Q3 | $361K | Buy |
5,576
+1,072
| +24% | +$69.5K | 0.06% | 139 |
|
|
2024
Q2 | $332K | Buy |
4,504
+72
| +2% | +$5.31K | 0.06% | 141 |
|
|
2024
Q1 | $321K | Buy |
+4,432
| New | +$321K | 0.06% | 143 |
|
|
2020
Q2 | – | Sell |
-7,051
| Closed | -$237K | – | 130 |
|
|
2020
Q1 | $237K | Buy |
+7,051
| New | +$237K | 0.13% | 95 |
|