Dunhill 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 | $22.7K | Sell |
248
-74
| -23% | -$6.77K | 0.01% | 317 |
|
|
2025
Q1 | $25.2K | Sell |
322
-11
| -3% | -$860 | 0.01% | 264 |
|
|
2024
Q4 | $24.7K | Buy |
333
+120
| +56% | +$8.89K | 0.01% | 255 |
|
|
2024
Q3 | $13.8K | Buy |
213
+82
| +63% | +$5.32K | 0.01% | 322 |
|
|
2024
Q2 | $9.66K | Buy |
131
+2
| +2% | +$147 | 0.01% | 297 |
|
|
2024
Q1 | $9.3K | Buy |
129
+20
| +18% | +$1.44K | 0.01% | 247 |
|
|
2023
Q4 | $7.51K | Buy |
+109
| New | +$7.51K | 0.01% | 242 |
|