E Fund Management’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 | $395K | Sell |
4,328
-121
| -3% | -$11K | 0.02% | 259 |
|
|
2025
Q1 | $348K | Buy |
4,449
+749
| +20% | +$58.6K | 0.02% | 279 |
|
|
2024
Q4 | $274K | Buy |
+3,700
| New | +$274K | 0.01% | 329 |
|
|
2023
Q1 | – | Sell |
-2,936
| Closed | -$244K | – | 351 |
|
|
2022
Q4 | $244K | Sell |
2,936
-156
| -5% | -$13K | 0.02% | 264 |
|
|
2022
Q3 | $222K | Buy |
+3,092
| New | +$222K | 0.02% | 286 |
|
|
2022
Q2 | – | Sell |
-2,933
| Closed | -$247K | – | 346 |
|
|
2022
Q1 | $247K | Sell |
2,933
-379
| -11% | -$31.9K | 0.01% | 260 |
|
|
2021
Q4 | $279K | Buy |
3,312
+41
| +1% | +$3.45K | 0.01% | 218 |
|
|
2021
Q3 | $238K | Buy |
+3,271
| New | +$238K | 0.01% | 207 |
|