Client 1st Advisory Group’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 |
4,279
-43
| -1% | -$3.92K | 0.14% | 79 |
|
|
2025
Q1 | $338K | Hold |
4,322
| – | – | 0.13% | 84 |
|
|
2024
Q4 | $320K | Hold |
4,322
| – | – | 0.12% | 90 |
|
|
2024
Q3 | $280K | Sell |
4,322
-409
| -9% | -$26.5K | 0.11% | 97 |
|
|
2024
Q2 | $349K | Buy |
4,731
+648
| +16% | +$47.8K | 0.15% | 76 |
|
|
2024
Q1 | $295K | Buy |
4,083
+1,052
| +35% | +$76.1K | 0.13% | 87 |
|
|
2023
Q4 | $209K | Buy |
+3,031
| New | +$209K | 0.1% | 102 |
|