Crumly & Associates’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 | $824K | Sell |
9,027
-183
| -2% | -$16.7K | 0.2% | 71 |
|
|
2025
Q1 | $721K | Sell |
9,210
-122
| -1% | -$9.55K | 0.2% | 73 |
|
|
2024
Q4 | $691K | Sell |
9,332
-93
| -1% | -$6.88K | 0.19% | 77 |
|
|
2024
Q3 | $611K | Buy |
9,425
+230
| +3% | +$14.9K | 0.17% | 84 |
|
|
2024
Q2 | $678K | Sell |
9,195
-22
| -0.2% | -$1.62K | 0.2% | 71 |
|
|
2024
Q1 | $667K | Sell |
9,217
-222
| -2% | -$16.1K | 0.18% | 73 |
|
|
2023
Q4 | $649K | Sell |
9,439
-1,539
| -14% | -$106K | 0.19% | 66 |
|
|
2023
Q3 | $603K | Sell |
10,978
-285
| -3% | -$15.6K | 0.24% | 60 |
|
|
2023
Q2 | $638K | Sell |
11,263
-2,858
| -20% | -$162K | 0.26% | 54 |
|
|
2023
Q1 | $740K | Buy |
14,121
+3,500
| +33% | +$183K | 0.32% | 53 |
|
|
2022
Q4 | $884K | Buy |
10,621
+2,610
| +33% | +$217K | 0.33% | 36 |
|
|
2022
Q3 | $576K | Sell |
8,011
-113
| -1% | -$8.13K | 0.24% | 53 |
|
|
2022
Q2 | $513K | Sell |
8,124
-3,471
| -30% | -$219K | 0.21% | 60 |
|
|
2022
Q1 | $978K | Sell |
11,595
-107
| -0.9% | -$9.03K | 0.37% | 47 |
|
|
2021
Q4 | $1.04M | Sell |
11,702
-828
| -7% | -$73.6K | 0.41% | 44 |
|
|
2021
Q3 | $913K | Buy |
12,530
+3,137
| +33% | +$229K | 0.42% | 43 |
|
|
2021
Q2 | $684K | Buy |
9,393
+4,146
| +79% | +$302K | 0.33% | 48 |
|
|
2021
Q1 | $342K | Buy |
5,247
+965
| +23% | +$62.9K | 0.2% | 66 |
|
|
2020
Q4 | $250K | Buy |
+4,282
| New | +$250K | 0.18% | 67 |
|