Empirical Finance’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 | $4.62M | Buy |
50,668
+456
| +0.9% | +$41.6K | 0.24% | 86 |
|
|
2025
Q1 | $3.93M | Buy |
50,212
+848
| +2% | +$66.4K | 0.24% | 92 |
|
|
2024
Q4 | $3.65M | Sell |
49,364
-571
| -1% | -$42.3K | 0.21% | 89 |
|
|
2024
Q3 | $3.24M | Buy |
49,935
+1,052
| +2% | +$68.2K | 0.19% | 103 |
|
|
2024
Q2 | $3.6M | Sell |
48,883
-3,237
| -6% | -$239K | 0.23% | 88 |
|
|
2024
Q1 | $3.77M | Buy |
52,120
+1,796
| +4% | +$130K | 0.23% | 94 |
|
|
2023
Q4 | $3.46M | Buy |
50,324
+229
| +0.5% | +$15.8K | 0.24% | 95 |
|
|
2023
Q3 | $2.75M | Buy |
50,095
+5,245
| +12% | +$288K | 0.2% | 105 |
|
|
2023
Q2 | $2.54M | Buy |
44,850
+4,875
| +12% | +$276K | 0.2% | 102 |
|
|
2023
Q1 | $2.09M | Buy |
39,975
+2,276
| +6% | +$119K | 0.2% | 107 |
|
|
2022
Q4 | $3.14M | Buy |
37,699
+3,341
| +10% | +$278K | 0.33% | 68 |
|
|
2022
Q3 | $2.47M | Buy |
34,358
+6,083
| +22% | +$437K | 0.29% | 70 |
|
|
2022
Q2 | $1.79M | Buy |
28,275
+1,619
| +6% | +$102K | 0.23% | 82 |
|
|
2022
Q1 | $2.25M | Buy |
26,656
+3,067
| +13% | +$259K | 0.25% | 75 |
|
|
2021
Q4 | $1.98M | Buy |
23,589
+6,833
| +41% | +$575K | 0.23% | 77 |
|
|
2021
Q3 | $1.22M | Buy |
16,756
+1,148
| +7% | +$83.7K | 0.18% | 112 |
|
|
2021
Q2 | $1.14M | Buy |
15,608
+2,838
| +22% | +$207K | 0.19% | 114 |
|
|
2021
Q1 | $677K | Hold |
12,770
| – | – | 0.12% | 168 |
|
|
2020
Q4 | $677K | Buy |
12,770
+2,978
| +30% | +$158K | 0.12% | 168 |
|
|
2020
Q3 | $355K | Buy |
9,792
+2,057
| +27% | +$74.6K | 0.08% | 207 |
|
|
2020
Q2 | $261K | Buy |
7,735
+926
| +14% | +$31.2K | 0.07% | 213 |
|
|
2020
Q1 | $229K | Buy |
6,809
+2,387
| +54% | +$80.3K | 0.07% | 192 |
|
|
2019
Q4 | $210K | Buy |
+4,422
| New | +$210K | 0.05% | 198 |
|
|
2017
Q1 | – | Sell |
-573
| Closed | -$23K | – | 484 |
|
|
2016
Q4 | $23K | Buy |
+573
| New | +$23K | 0.02% | 187 |
|