Copperleaf Capital’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 | $2.26M | Buy |
24,804
+355
| +1% | +$32.4K | 1.15% | 21 |
|
|
2025
Q1 | $1.91M | Buy |
24,449
+1,526
| +7% | +$119K | 1.14% | 24 |
|
|
2024
Q4 | $1.7M | Buy |
22,923
+37
| +0.2% | +$2.74K | 1.07% | 29 |
|
|
2024
Q3 | $1.48M | Buy |
22,886
+403
| +2% | +$26.1K | 1.14% | 28 |
|
|
2024
Q2 | $1.66M | Buy |
22,483
+786
| +4% | +$57.9K | 1.32% | 26 |
|
|
2024
Q1 | $1.57M | Buy |
21,697
+1,881
| +9% | +$136K | 1.36% | 25 |
|
|
2023
Q4 | $1.36M | Buy |
19,816
+578
| +3% | +$39.8K | 1.39% | 23 |
|
|
2023
Q3 | $1.06M | Sell |
19,238
-2,017
| -9% | -$111K | 1.14% | 30 |
|
|
2023
Q2 | $1.2M | Buy |
21,255
+6,950
| +49% | +$394K | 1.13% | 27 |
|
|
2023
Q1 | $749K | Buy |
14,305
+475
| +3% | +$24.9K | 0.74% | 38 |
|
|
2022
Q4 | $1.15M | Buy |
13,830
+5,325
| +63% | +$443K | 1.33% | 22 |
|
|
2022
Q3 | $611K | Buy |
+8,505
| New | +$611K | 0.66% | 43 |
|