Concurrent Investment 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 | $1.66M | Buy |
18,168
+2,780
| +18% | +$254K | 0.03% | 473 |
|
|
2025
Q1 | $1.2M | Buy |
15,388
+1,973
| +15% | +$154K | 0.03% | 491 |
|
|
2024
Q4 | $993K | Sell |
13,415
-5
| -0% | -$370 | 0.03% | 484 |
|
|
2024
Q3 | $870K | Buy |
13,420
+2,716
| +25% | +$176K | 0.03% | 492 |
|
|
2024
Q2 | $789K | Buy |
10,704
+7,564
| +241% | +$557K | 0.03% | 482 |
|
|
2024
Q1 | $227K | Sell |
3,140
-2,575
| -45% | -$186K | 0.01% | 752 |
|
|
2023
Q4 | $393K | Buy |
+5,715
| New | +$393K | 0.02% | 553 |
|