CMT Capital Markets Trading’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 | $338K | Buy |
+3,700
| New | +$338K | ﹤0.01% | 64 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 117 |
|
|
2024
Q4 | – | Sell |
-3,172
| Closed | -$206K | – | 111 |
|
|
2024
Q3 | $206K | Sell |
3,172
-584
| -16% | -$37.9K | ﹤0.01% | 70 |
|
|
2024
Q2 | $277K | Buy |
+3,756
| New | +$277K | ﹤0.01% | 71 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 97 |
|