Cornerstone Planning 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 | $187K | Buy |
1,934
+1,471
| +318% | +$142K | 0.04% | 92 |
|
|
2025
Q1 | $36K | Buy |
463
+220
| +91% | +$17.1K | 0.01% | 292 |
|
|
2024
Q4 | $20.1K | Buy |
243
+16
| +7% | +$1.32K | ﹤0.01% | 310 |
|
|
2024
Q3 | $16.3K | Buy |
227
+43
| +23% | +$3.09K | ﹤0.01% | 331 |
|
|
2024
Q2 | $11.5K | Buy |
184
+1
| +0.5% | +$62 | ﹤0.01% | 407 |
|
|
2024
Q1 | $13.9K | Sell |
183
-138
| -43% | -$10.5K | ﹤0.01% | 347 |
|
|
2023
Q4 | $22.1K | Hold |
321
| – | – | 0.01% | 306 |
|
|
2023
Q3 | $17.6K | Sell |
321
-66
| -17% | -$3.62K | 0.01% | 327 |
|
|
2023
Q2 | $21.9K | Buy |
+387
| New | +$21.9K | 0.01% | 411 |
|
|
2022
Q4 | $27.9K | Buy |
+365
| New | +$27.9K | 0.01% | 363 |
|