DecisionPoint Financial’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 | $1.57K | Buy |
+17
| New | +$1.57K | ﹤0.01% | 254 |
|
|
2025
Q1 | – | Sell |
-28
| Closed | -$2.09K | – | 253 |
|
|
2024
Q4 | $2.09K | Hold |
28
| – | – | ﹤0.01% | 221 |
|
|
2024
Q3 | $1.82K | Hold |
28
| – | – | ﹤0.01% | 215 |
|
|
2024
Q2 | $1.83K | Hold |
28
| – | – | ﹤0.01% | 213 |
|
|
2024
Q1 | $2.1K | Hold |
28
| – | – | ﹤0.01% | 230 |
|
|
2023
Q4 | $1.93K | Buy |
+28
| New | +$1.93K | ﹤0.01% | 183 |
|
|
2023
Q2 | – | Sell |
-85
| Closed | -$4.45K | – | 210 |
|
|
2023
Q1 | $4.45K | Buy |
+85
| New | +$4.45K | ﹤0.01% | 142 |
|