D.B. Root & Company’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 | $217K | Buy |
+2,375
| New | +$217K | 0.06% | 180 |
|
|
2019
Q4 | – | Sell |
-8,633
| Closed | -$361K | – | 199 |
|
|
2019
Q3 | $361K | Sell |
8,633
-395
| -4% | -$16.5K | 0.17% | 154 |
|
|
2019
Q2 | $362K | Sell |
9,028
-55
| -0.6% | -$2.21K | 0.16% | 152 |
|
|
2019
Q1 | $388K | Buy |
9,083
+2,083
| +30% | +$89K | 0.17% | 143 |
|
|
2018
Q4 | $291K | Sell |
7,000
-7,253
| -51% | -$302K | 0.14% | 158 |
|
|
2018
Q3 | $701K | Sell |
14,253
-300
| -2% | -$14.8K | 0.31% | 103 |
|
|
2018
Q2 | $744K | Buy |
14,553
+7,090
| +95% | +$362K | 0.35% | 98 |
|
|
2018
Q1 | $390K | Buy |
+7,463
| New | +$390K | 0.21% | 135 |
|