CVA Family Office’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 | $709K | Buy |
7,774
+216
| +3% | +$19.7K | 0.1% | 126 |
|
|
2025
Q1 | $592K | Buy |
7,558
+223
| +3% | +$17.5K | 0.09% | 143 |
|
|
2024
Q4 | $543K | Buy |
7,335
+6,739
| +1,131% | +$499K | 0.09% | 149 |
|
|
2024
Q3 | $38.7K | Sell |
596
-24
| -4% | -$1.56K | 0.01% | 548 |
|
|
2024
Q2 | $45.7K | Buy |
620
+43
| +7% | +$3.17K | 0.01% | 512 |
|
|
2024
Q1 | $41.8K | Sell |
577
-33
| -5% | -$2.39K | 0.01% | 521 |
|
|
2023
Q4 | $41.9K | Buy |
+610
| New | +$41.9K | 0.01% | 507 |
|
|
2023
Q3 | – | Sell |
-563
| Closed | -$31.9K | – | 809 |
|
|
2023
Q2 | $31.9K | Sell |
563
-164
| -23% | -$9.3K | 0.01% | 535 |
|
|
2023
Q1 | $38.1K | Buy |
727
+89
| +14% | +$4.66K | 0.01% | 487 |
|
|
2022
Q4 | $53.1K | Buy |
638
+135
| +27% | +$11.2K | 0.01% | 403 |
|
|
2022
Q3 | $36K | Hold |
503
| – | – | 0.01% | 437 |
|
|
2022
Q2 | $32K | Buy |
503
+1
| +0.2% | +$64 | 0.01% | 453 |
|
|
2022
Q1 | $42K | Hold |
502
| – | – | 0.01% | 434 |
|
|
2021
Q4 | $42K | Buy |
502
+38
| +8% | +$3.18K | 0.01% | 387 |
|
|
2021
Q3 | $17K | Sell |
464
-406
| -47% | -$14.9K | 0.01% | 273 |
|
|
2021
Q2 | $63K | Sell |
870
-820
| -49% | -$59.4K | 0.02% | 327 |
|
|
2021
Q1 | $110K | Buy |
1,690
+1,226
| +264% | +$79.8K | 0.04% | 167 |
|
|
2020
Q4 | $25K | Hold |
464
| – | – | 0.02% | 254 |
|
|
2020
Q3 | $17K | Buy |
464
+1
| +0.2% | +$37 | 0.01% | 273 |
|
|
2020
Q2 | $16K | Buy |
463
+1
| +0.2% | +$35 | 0.01% | 234 |
|
|
2020
Q1 | $16K | Buy |
+462
| New | +$16K | 0.02% | 212 |
|