Checchi Capital Advisers’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 | $1.34M | Buy |
14,688
+100
| +0.7% | +$9.12K | 0.07% | 173 |
|
|
2025
Q1 | $1.14M | Buy |
14,588
+369
| +3% | +$28.9K | 0.06% | 195 |
|
|
2024
Q4 | $1.05M | Buy |
14,219
+376
| +3% | +$27.8K | 0.06% | 187 |
|
|
2024
Q3 | $897K | Buy |
13,843
+47
| +0.3% | +$3.05K | 0.05% | 210 |
|
|
2024
Q2 | $1.02M | Buy |
13,796
+299
| +2% | +$22K | 0.05% | 183 |
|
|
2024
Q1 | $976K | Buy |
13,497
+27
| +0.2% | +$1.95K | 0.08% | 200 |
|
|
2023
Q4 | $927K | Buy |
13,470
+92
| +0.7% | +$6.33K | 0.08% | 194 |
|
|
2023
Q3 | $734K | Sell |
13,378
-327
| -2% | -$18K | 0.07% | 213 |
|
|
2023
Q2 | $777K | Sell |
13,705
-164
| -1% | -$9.3K | 0.07% | 203 |
|
|
2023
Q1 | $726K | Sell |
13,869
-24
| -0.2% | -$1.26K | 0.07% | 211 |
|
|
2022
Q4 | $1.16M | Buy |
13,893
+384
| +3% | +$32K | 0.12% | 142 |
|
|
2022
Q3 | $971K | Buy |
13,509
+246
| +2% | +$17.7K | 0.09% | 153 |
|
|
2022
Q2 | $916K | Sell |
13,263
-1,445
| -10% | -$99.8K | 0.08% | 170 |
|
|
2022
Q1 | $1.24M | Buy |
14,708
+1,218
| +9% | +$103K | 0.11% | 135 |
|
|
2021
Q4 | $1.14M | Buy |
13,490
+375
| +3% | +$31.6K | 0.1% | 135 |
|
|
2021
Q3 | $955K | Buy |
13,115
+316
| +2% | +$23K | 0.09% | 141 |
|
|
2021
Q2 | $932K | Sell |
12,799
-322
| -2% | -$23.4K | 0.09% | 148 |
|
|
2021
Q1 | $855K | Buy |
13,121
+243
| +2% | +$15.8K | 0.08% | 147 |
|
|
2020
Q4 | $683K | Buy |
12,878
+3,792
| +42% | +$201K | 0.07% | 178 |
|
|
2020
Q3 | $329K | Sell |
9,086
-850
| -9% | -$30.8K | 0.04% | 276 |
|
|
2020
Q2 | $335K | Buy |
9,936
+297
| +3% | +$10K | 0.04% | 268 |
|
|
2020
Q1 | $324K | Sell |
9,639
-1,635
| -15% | -$55K | 0.03% | 234 |
|
|
2019
Q4 | $536K | Buy |
11,274
+290
| +3% | +$13.8K | 0.07% | 188 |
|
|
2019
Q3 | $459K | Sell |
10,984
-107
| -1% | -$4.47K | 0.06% | 200 |
|
|
2019
Q2 | $446K | Buy |
11,091
+1,213
| +12% | +$48.8K | 0.06% | 206 |
|
|
2019
Q1 | $422K | Sell |
9,878
-166
| -2% | -$7.09K | 0.05% | 208 |
|
|
2018
Q4 | $417K | Sell |
10,044
-2,178
| -18% | -$90.4K | 0.05% | 188 |
|
|
2018
Q3 | $601K | Buy |
12,222
+287
| +2% | +$14.1K | 0.07% | 171 |
|
|
2018
Q2 | $610K | Buy |
11,935
+161
| +1% | +$8.23K | 0.08% | 155 |
|
|
2018
Q1 | $615K | Buy |
11,774
+554
| +5% | +$28.9K | 0.08% | 147 |
|
|
2017
Q4 | $576K | Buy |
11,220
+2,089
| +23% | +$107K | 0.08% | 168 |
|
|
2017
Q3 | $399K | Sell |
9,131
-354
| -4% | -$15.5K | 0.04% | 210 |
|
|
2017
Q2 | $407K | Sell |
9,485
-1,003
| -10% | -$43K | 0.04% | 203 |
|
|
2017
Q1 | $428K | Buy |
10,488
+1,154
| +12% | +$47.1K | 0.05% | 195 |
|
|
2016
Q4 | $368K | Buy |
9,334
+443
| +5% | +$17.5K | 0.05% | 214 |
|
|
2016
Q3 | $281K | Buy |
8,891
+34
| +0.4% | +$1.08K | 0.03% | 261 |
|
|
2016
Q2 | $224K | Buy |
8,857
+146
| +2% | +$3.69K | 0.03% | 302 |
|
|
2016
Q1 | $244K | Sell |
8,711
-197
| -2% | -$5.52K | 0.05% | 278 |
|
|
2015
Q4 | $293K | Buy |
8,908
+1,400
| +19% | +$46K | 0.07% | 240 |
|
|
2015
Q3 | $214K | Buy |
7,508
+339
| +5% | +$9.66K | 0.06% | 298 |
|
|
2015
Q2 | $234K | Sell |
7,169
-635
| -8% | -$20.7K | 0.06% | 293 |
|
|
2015
Q1 | $238K | Buy |
+7,804
| New | +$238K | 0.07% | 276 |
|