Cooper Financial Group’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 | $1.31M | Buy |
14,326
+78
| +0.5% | +$7.12K | 0.15% | 115 |
|
|
2025
Q1 | $1.12M | Buy |
14,248
+298
| +2% | +$23.3K | 0.15% | 129 |
|
|
2024
Q4 | $1.03M | Buy |
13,950
+1,566
| +13% | +$116K | 0.12% | 142 |
|
|
2024
Q3 | $803K | Buy |
12,384
+5,226
| +73% | +$339K | 0.1% | 171 |
|
|
2024
Q2 | $527K | Buy |
7,158
+1,744
| +32% | +$129K | 0.08% | 214 |
|
|
2024
Q1 | $392K | Sell |
5,414
-1,003
| -16% | -$72.6K | 0.06% | 253 |
|
|
2023
Q4 | $442K | Sell |
6,417
-1,872
| -23% | -$129K | 0.08% | 220 |
|
|
2023
Q3 | $455K | Buy |
8,289
+155
| +2% | +$8.51K | 0.11% | 204 |
|
|
2023
Q2 | $461K | Sell |
8,134
-130
| -2% | -$7.37K | 0.11% | 205 |
|
|
2023
Q1 | $433K | Buy |
+8,264
| New | +$433K | 0.12% | 193 |
|