Coombe, Bender & Co’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-44,847
| Closed | -$3.24M | – | 81 |
|
|
2024
Q1 | $3.24M | Buy |
44,847
+1,224
| +3% | +$88.5K | 1.97% | 18 |
|
|
2023
Q4 | $3M | Buy |
43,623
+2,134
| +5% | +$147K | 1.88% | 18 |
|
|
2023
Q3 | $2.28M | Buy |
41,489
+1,642
| +4% | +$90.1K | 1.71% | 18 |
|
|
2023
Q2 | $2.26M | Buy |
39,847
+1,318
| +3% | +$74.7K | 1.65% | 21 |
|
|
2023
Q1 | $2.02M | Buy |
+38,529
| New | +$2.02M | 1.58% | 22 |
|