Emerald Advisers’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,176
| Closed | -$591K | – | 269 |
|
|
2024
Q1 | $591K | Sell |
8,176
-3,123
| -28% | -$226K | 0.02% | 172 |
|
|
2023
Q4 | $777K | Buy |
11,299
+1,358
| +14% | +$93.4K | 0.03% | 159 |
|
|
2023
Q3 | $546K | Sell |
9,941
-4,627
| -32% | -$254K | 0.03% | 167 |
|
|
2023
Q2 | $826K | Buy |
14,568
+1,763
| +14% | +$99.9K | 0.04% | 153 |
|
|
2023
Q1 | $671K | Buy |
+12,805
| New | +$671K | 0.03% | 162 |
|