Clearview Wealth Advisors’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 | $390K | Sell |
4,270
-6
| -0.1% | -$547 | 0.27% | 70 |
|
|
2025
Q1 | $335K | Sell |
4,276
-137
| -3% | -$10.7K | 0.25% | 77 |
|
|
2024
Q4 | $327K | Sell |
4,413
-31
| -0.7% | -$2.29K | 0.25% | 72 |
|
|
2024
Q3 | $288K | Sell |
4,444
-100
| -2% | -$6.48K | 0.22% | 82 |
|
|
2024
Q2 | $335K | Sell |
4,544
-208
| -4% | -$15.3K | 0.29% | 70 |
|
|
2024
Q1 | $344K | Buy |
+4,752
| New | +$344K | 0.35% | 73 |
|
|
2022
Q1 | – | Sell |
-141
| Closed | -$12K | – | 686 |
|
|
2021
Q4 | $12K | Hold |
141
| – | – | 0.01% | 388 |
|
|
2021
Q3 | $10K | Buy |
141
+15
| +12% | +$1.06K | 0.01% | 426 |
|
|
2021
Q2 | $9K | Hold |
126
| – | – | 0.01% | 456 |
|
|
2021
Q1 | $8K | Hold |
126
| – | – | 0.01% | 442 |
|
|
2020
Q4 | $7K | Buy |
+126
| New | +$7K | ﹤0.01% | 422 |
|