Chemical Bank’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | $2.18M | Buy |
54,203
+1,236
| +2% | +$49.7K | 0.25% | 101 |
|
2019
Q1 | $2.27M | Buy |
52,967
+1,318
| +3% | +$56.4K | 0.26% | 94 |
|
2018
Q4 | $2.15M | Buy |
51,649
+5,008
| +11% | +$208K | 0.27% | 80 |
|
2018
Q3 | $2.29M | Buy |
46,641
+903
| +2% | +$44.4K | 0.24% | 96 |
|
2018
Q2 | $2.34M | Buy |
45,738
+5,740
| +14% | +$293K | 0.25% | 92 |
|
2018
Q1 | $2.09M | Buy |
39,998
+4,720
| +13% | +$246K | 0.23% | 99 |
|
2017
Q4 | $1.81M | Sell |
35,278
-3,150
| -8% | -$162K | 0.2% | 118 |
|
2017
Q3 | $1.68M | Buy |
38,428
+4,312
| +13% | +$189K | 0.19% | 121 |
|
2017
Q2 | $1.47M | Buy |
34,116
+3,272
| +11% | +$141K | 0.16% | 137 |
|
2017
Q1 | $1.26M | Buy |
30,844
+22,809
| +284% | +$931K | 0.14% | 143 |
|
2016
Q4 | $317K | Buy |
8,035
+720
| +10% | +$28.4K | 0.04% | 293 |
|
2016
Q3 | $231K | Sell |
7,315
-1,525
| -17% | -$48.2K | 0.03% | 300 |
|
2016
Q2 | $224K | Buy |
+8,840
| New | +$224K | 0.03% | 303 |
|