Colton Groome Financial 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 | $888K | Buy |
9,735
+420
| +5% | +$38.3K | 0.3% | 55 |
|
|
2025
Q1 | $758K | Buy |
9,315
+185
| +2% | +$15.1K | 0.29% | 58 |
|
|
2024
Q4 | $676K | Sell |
9,130
-1,098
| -11% | -$81.3K | 0.26% | 56 |
|
|
2024
Q3 | $663K | Sell |
10,228
-84
| -0.8% | -$5.44K | 0.25% | 60 |
|
|
2024
Q2 | $760K | Buy |
+10,312
| New | +$760K | 0.3% | 53 |
|
|
2023
Q1 | – | Sell |
-3,954
| Closed | -$329K | – | 135 |
|
|
2022
Q4 | $329K | Buy |
3,954
+1,045
| +36% | +$87K | 0.16% | 97 |
|
|
2022
Q3 | $209K | Buy |
+2,909
| New | +$209K | 0.11% | 112 |
|