Coppell Advisory Solutions’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 | $3.6M | Buy |
40,058
+28,670
| +252% | +$2.58M | 0.43% | 41 |
|
|
2025
Q1 | $925K | Buy |
11,388
+9,249
| +432% | +$752K | 0.13% | 154 |
|
|
2024
Q4 | $159K | Buy |
2,139
+563
| +36% | +$41.8K | 0.02% | 321 |
|
|
2024
Q3 | $102K | Sell |
1,576
-314
| -17% | -$20.2K | 0.01% | 395 |
|
|
2024
Q2 | $139K | Buy |
+1,890
| New | +$139K | 0.02% | 325 |
|
|
2023
Q4 | $144K | Buy |
2,099
+1,891
| +909% | +$130K | 0.03% | 302 |
|
|
2023
Q3 | $17.3K | Buy |
208
+94
| +82% | +$7.83K | 0.01% | 513 |
|
|
2023
Q2 | $6.51K | Buy |
+114
| New | +$6.51K | ﹤0.01% | 792 |
|
|
2023
Q1 | – | Sell |
-208
| Closed | -$17.3K | – | 903 |
|
|
2022
Q4 | $17.3K | Buy |
+208
| New | +$17.3K | 0.01% | 520 |
|