DSC
Duncker Streett & Co’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.84K | Hold |
53
| – | – | ﹤0.01% | 457 |
|
|
2025
Q1 | $4.15K | Hold |
53
| – | – | ﹤0.01% | 453 |
|
|
2024
Q4 | $3.92K | Buy |
+53
| New | +$3.92K | ﹤0.01% | 482 |
|
|
2019
Q3 | – | Sell |
-2,300
| Closed | -$93K | – | 453 |
|
|
2019
Q2 | $93K | Buy |
2,300
+320
| +16% | +$12.9K | 0.02% | 317 |
|
|
2019
Q1 | $85K | Buy |
1,980
+400
| +25% | +$17.2K | 0.02% | 321 |
|
|
2018
Q4 | $65K | Buy |
1,580
+400
| +34% | +$16.5K | 0.02% | 332 |
|
|
2018
Q3 | $58K | Buy |
1,180
+740
| +168% | +$36.4K | 0.01% | 372 |
|
|
2018
Q2 | $22K | Buy |
+440
| New | +$22K | 0.01% | 460 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 636 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 594 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 587 |
|
|
2013
Q4 | – | Sell |
-390
| Closed | -$8K | – | 584 |
|
|
2013
Q3 | $8K | Buy |
390
+1
| +0.3% | +$21 | ﹤0.01% | 497 |
|
|
2013
Q2 | $8K | Buy |
+389
| New | +$8K | ﹤0.01% | 495 |
|