DHJJ Financial Advisors’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 | $1.84K | Hold |
20
| – | – | ﹤0.01% | 687 |
|
|
2025
Q1 | $1.58K | Hold |
20
| – | – | ﹤0.01% | 653 |
|
|
2024
Q4 | $1.5K | Hold |
20
| – | – | ﹤0.01% | 629 |
|
|
2024
Q3 | $1.31K | Buy |
20
+2
| +11% | +$131 | ﹤0.01% | 618 |
|
|
2024
Q2 | $1.34K | Hold |
18
| – | – | ﹤0.01% | 578 |
|
|
2024
Q1 | $1.32K | Hold |
18
| – | – | ﹤0.01% | 564 |
|
|
2023
Q4 | $1.25K | Buy |
18
+1
| +6% | +$70 | ﹤0.01% | 562 |
|
|
2023
Q3 | $945 | Buy |
+17
| New | +$945 | ﹤0.01% | 578 |
|