Columbia Asset Management’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 | $2.34M | Sell |
25,677
-281
| -1% | -$25.6K | 0.46% | 55 |
|
|
2025
Q1 | $2.03M | Buy |
25,958
+395
| +2% | +$30.9K | 0.4% | 59 |
|
|
2024
Q4 | $1.89M | Buy |
25,563
+54
| +0.2% | +$4K | 0.35% | 60 |
|
|
2024
Q3 | $1.65M | Buy |
25,509
+580
| +2% | +$37.6K | 0.29% | 67 |
|
|
2024
Q2 | $1.84M | Buy |
24,929
+7,378
| +42% | +$544K | 0.34% | 62 |
|
|
2024
Q1 | $1.21M | Buy |
17,551
+125
| +0.7% | +$8.6K | 0.25% | 75 |
|
|
2023
Q4 | $1.2M | Buy |
17,426
+1,305
| +8% | +$89.8K | 0.24% | 75 |
|
|
2023
Q3 | $885K | Buy |
16,121
+4,425
| +38% | +$243K | 0.2% | 82 |
|
|
2023
Q2 | $663K | Buy |
11,696
+6,051
| +107% | +$343K | 0.14% | 102 |
|
|
2023
Q1 | $296K | Buy |
+5,645
| New | +$296K | 0.07% | 138 |
|