Clear Investment Research’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 | $16.4K | Hold |
180
| – | – | 0.02% | 150 |
|
|
2025
Q1 | $14.1K | Hold |
180
| – | – | 0.02% | 152 |
|
|
2024
Q4 | $13.3K | Hold |
180
| – | – | 0.02% | 155 |
|
|
2024
Q3 | $11.7K | Hold |
180
| – | – | 0.02% | 155 |
|
|
2024
Q2 | $13.3K | Hold |
180
| – | – | 0.02% | 145 |
|
|
2024
Q1 | $13K | Hold |
180
| – | – | 0.02% | 153 |
|
|
2023
Q4 | $12.4K | Hold |
180
| – | – | 0.02% | 169 |
|
|
2023
Q3 | $9.88K | Hold |
180
| – | – | 0.02% | 132 |
|
|
2023
Q2 | $10.2K | Buy |
180
+154
| +592% | +$8.73K | 0.02% | 133 |
|
|
2023
Q1 | $1.36K | Hold |
26
| – | – | ﹤0.01% | 159 |
|
|
2022
Q4 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 150 |
|
|
2019
Q4 | – | Sell |
-10
| Closed | – | – | 333 |
|
|
2019
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 364 |
|
|
2019
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 363 |
|
|
2019
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 350 |
|
|
2018
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 351 |
|
|
2018
Q3 | $0 | Buy |
+10
| New | – | ﹤0.01% | 356 |
|