EMFO LLC’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 | $737K | Hold |
10,000
| – | – | 0.66% | 36 |
|
|
2024
Q1 | $723K | Hold |
10,000
| – | – | 0.66% | 37 |
|
|
2023
Q4 | $688K | Sell |
10,000
-5,000
| -33% | -$344K | 0.63% | 38 |
|
|
2023
Q3 | $824K | Buy |
15,000
+5,000
| +50% | +$275K | 0.78% | 33 |
|
|
2023
Q2 | $567K | Buy |
10,000
+5,000
| +100% | +$283K | 0.51% | 44 |
|
|
2023
Q1 | $262K | Buy |
+5,000
| New | +$262K | 0.25% | 73 |
|