CMG Global Holdings’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 | $696K | Buy |
7,108
+513
| +8% | +$50.2K | 0.37% | 52 |
|
|
2025
Q1 | $523K | Sell |
6,595
-6,024
| -48% | -$478K | 0.34% | 52 |
|
|
2024
Q4 | $1.02M | Sell |
12,619
-3,612
| -22% | -$291K | 0.56% | 47 |
|
|
2024
Q3 | $1.05M | Buy |
16,231
+52
| +0.3% | +$3.37K | 0.59% | 45 |
|
|
2024
Q2 | $1.19M | Buy |
16,179
+47
| +0.3% | +$3.46K | 0.79% | 41 |
|
|
2024
Q1 | $1.17M | Buy |
16,132
+835
| +5% | +$60.4K | 0.8% | 39 |
|
|
2023
Q4 | $989K | Buy |
15,297
+7,486
| +96% | +$484K | 0.72% | 41 |
|
|
2023
Q3 | $429K | Sell |
7,811
-2,625
| -25% | -$144K | 0.37% | 56 |
|
|
2023
Q2 | $592K | Buy |
+10,436
| New | +$592K | 0.48% | 50 |
|