CGC Financial Services’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 | $36.5K | Hold |
400
| – | – | 0.01% | 136 |
|
|
2025
Q1 | $31.3K | Hold |
400
| – | – | 0.01% | 136 |
|
|
2024
Q4 | $29.6K | Hold |
400
| – | – | 0.01% | 137 |
|
|
2024
Q3 | $25.9K | Hold |
400
| – | – | 0.01% | 140 |
|
|
2024
Q2 | $29.5K | Buy |
+400
| New | +$29.5K | 0.01% | 134 |
|
|
2024
Q1 | – | Sell |
-325
| Closed | -$22.4K | – | 382 |
|
|
2023
Q4 | $22.4K | Buy |
+325
| New | +$22.4K | 0.01% | 160 |
|
|
2023
Q3 | – | Sell |
-1,346
| Closed | -$76.3K | – | 360 |
|
|
2023
Q2 | $76.3K | Buy |
+1,346
| New | +$76.3K | 0.05% | 76 |
|