CRA Financial Services’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 | $264K | Sell |
2,894
-136
| -4% | -$12.4K | 0.04% | 231 |
|
|
2025
Q1 | $237K | Sell |
3,030
-400
| -12% | -$31.3K | 0.04% | 235 |
|
|
2024
Q4 | $254K | Sell |
3,430
-25
| -0.7% | -$1.85K | 0.04% | 219 |
|
|
2024
Q3 | $224K | Buy |
3,455
+190
| +6% | +$12.3K | 0.04% | 240 |
|
|
2024
Q2 | $241K | Sell |
3,265
-338
| -9% | -$24.9K | 0.05% | 213 |
|
|
2024
Q1 | $261K | Hold |
3,603
| – | – | 0.06% | 200 |
|
|
2023
Q4 | $248K | Buy |
+3,603
| New | +$248K | 0.06% | 189 |
|