Charles Schwab’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.7M | Sell |
854,825
-19,582
| -2% | -$544K | ﹤0.01% | 1577 |
|
|
2025
Q1 | $22.7M | Sell |
874,407
-43,960
| -5% | -$1.14M | ﹤0.01% | 1574 |
|
|
2024
Q4 | $24.5M | Buy |
918,367
+46,213
| +5% | +$1.23M | ﹤0.01% | 1589 |
|
|
2024
Q3 | $28.9M | Buy |
872,154
+55,136
| +7% | +$1.83M | 0.01% | 1483 |
|
|
2024
Q2 | $15.3M | Buy |
817,018
+146,144
| +22% | +$2.73M | ﹤0.01% | 1830 |
|
|
2024
Q1 | $14.3M | Buy |
670,874
+15,907
| +2% | +$338K | ﹤0.01% | 1807 |
|
|
2023
Q4 | $13.5M | Buy |
654,967
+12,469
| +2% | +$257K | ﹤0.01% | 1838 |
|
|
2023
Q3 | $12.2M | Buy |
642,498
+26,597
| +4% | +$506K | ﹤0.01% | 1805 |
|
|
2023
Q2 | $14.3M | Buy |
615,901
+68,264
| +12% | +$1.58M | ﹤0.01% | 1717 |
|
|
2023
Q1 | $14.3M | Buy |
547,637
+18,090
| +3% | +$473K | ﹤0.01% | 1690 |
|
|
2022
Q4 | $14.5M | Buy |
529,547
+30,798
| +6% | +$845K | ﹤0.01% | 1648 |
|
|
2022
Q3 | $11.4M | Buy |
498,749
+293,477
| +143% | +$6.71M | ﹤0.01% | 1764 |
|
|
2022
Q2 | $4.11M | Buy |
205,272
+138,113
| +206% | +$2.76M | ﹤0.01% | 2275 |
|
|
2022
Q1 | $1.81M | Buy |
67,159
+1,661
| +3% | +$44.7K | ﹤0.01% | 2679 |
|
|
2021
Q4 | $2.06M | Buy |
65,498
+1,106
| +2% | +$34.7K | ﹤0.01% | 2699 |
|
|
2021
Q3 | $2.64M | Buy |
+64,392
| New | +$2.64M | ﹤0.01% | 2633 |
|