CDH
Charles D. Hyman’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $339K | Sell |
4,595
-335
| -7% | -$24.7K | 0.02% | 191 |
|
|
2024
Q1 | $357K | Hold |
4,930
| – | – | 0.02% | 190 |
|
|
2023
Q4 | $339K | Hold |
4,930
| – | – | 0.02% | 194 |
|
|
2023
Q3 | $271K | Sell |
4,930
-228
| -4% | -$12.5K | 0.02% | 199 |
|
|
2023
Q2 | $292K | Sell |
5,158
-223
| -4% | -$12.6K | 0.02% | 200 |
|
|
2023
Q1 | $282K | Hold |
5,381
| – | – | 0.02% | 207 |
|
|
2022
Q4 | $448K | Hold |
5,381
| – | – | 0.03% | 167 |
|
|
2022
Q3 | $387K | Buy |
5,381
+25
| +0.5% | +$1.8K | 0.03% | 166 |
|
|
2022
Q2 | $338K | Buy |
5,356
+2,447
| +84% | +$154K | 0.02% | 181 |
|
|
2022
Q1 | $245K | Buy |
2,909
+504
| +21% | +$42.4K | 0.02% | 221 |
|
|
2021
Q4 | $202K | Buy |
+2,405
| New | +$202K | 0.01% | 233 |
|