Cynosure 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 | $1.01M | Buy |
11,066
+42
| +0.4% | +$3.83K | 0.11% | 76 |
|
|
2025
Q1 | $863K | Buy |
11,024
+37
| +0.3% | +$2.9K | 0.12% | 87 |
|
|
2024
Q4 | $813K | Sell |
10,987
-493
| -4% | -$36.5K | 0.12% | 90 |
|
|
2024
Q3 | $744K | Buy |
11,480
+516
| +5% | +$33.4K | 0.11% | 108 |
|
|
2024
Q2 | $808K | Sell |
10,964
-51
| -0.5% | -$3.76K | 0.13% | 93 |
|
|
2024
Q1 | $797K | Sell |
11,015
-378
| -3% | -$27.3K | 0.14% | 76 |
|
|
2023
Q4 | $784K | Sell |
11,393
-79
| -0.7% | -$5.44K | 0.14% | 105 |
|
|
2023
Q3 | $630K | Buy |
11,472
+206
| +2% | +$11.3K | 0.19% | 101 |
|
|
2023
Q2 | $639K | Buy |
+11,266
| New | +$639K | 0.19% | 97 |
|