Crewe Advisors’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 | $64.2K | Buy |
704
+44
| +7% | +$4.01K | 0.01% | 268 |
|
|
2025
Q1 | $51.7K | Buy |
660
+31
| +5% | +$2.43K | 0.01% | 269 |
|
|
2024
Q4 | $46.6K | Sell |
629
-232
| -27% | -$17.2K | 0.01% | 287 |
|
|
2024
Q3 | $55.8K | Buy |
861
+48
| +6% | +$3.11K | 0.01% | 288 |
|
|
2024
Q2 | $59.9K | Buy |
813
+534
| +191% | +$39.4K | 0.01% | 349 |
|
|
2024
Q1 | $20.2K | Buy |
+279
| New | +$20.2K | ﹤0.01% | 490 |
|
|
2023
Q3 | – | Sell |
-90
| Closed | -$5.1K | – | 861 |
|
|
2023
Q2 | $5.1K | Sell |
90
-115
| -56% | -$6.52K | ﹤0.01% | 460 |
|
|
2023
Q1 | $10.7K | Sell |
205
-171
| -45% | -$8.96K | ﹤0.01% | 538 |
|
|
2022
Q4 | $31.3K | Sell |
376
-487
| -56% | -$40.5K | 0.01% | 356 |
|
|
2022
Q3 | $62K | Buy |
863
+186
| +27% | +$13.4K | 0.01% | 291 |
|
|
2022
Q2 | $43K | Buy |
+677
| New | +$43K | 0.01% | 315 |
|