Empower Advisory Group’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 | $14.8M | Sell |
162,660
-3,638
| -2% | -$332K | 0.04% | 144 |
|
|
2025
Q1 | $13M | Sell |
166,298
-5,029
| -3% | -$394K | 0.04% | 150 |
|
|
2024
Q4 | $12.7M | Sell |
171,327
-2,021
| -1% | -$150K | 0.04% | 154 |
|
|
2024
Q3 | $11.2M | Sell |
173,348
-3,984
| -2% | -$258K | 0.04% | 156 |
|
|
2024
Q2 | $13.1M | Sell |
177,332
-6,324
| -3% | -$466K | 0.05% | 143 |
|
|
2024
Q1 | $13.3M | Sell |
183,656
-7,899
| -4% | -$571K | 0.05% | 145 |
|
|
2023
Q4 | $13.2M | Sell |
191,555
-6,129
| -3% | -$422K | 0.05% | 151 |
|
|
2023
Q3 | $10.9M | Sell |
197,684
-5,710
| -3% | -$313K | 0.05% | 151 |
|
|
2023
Q2 | $11.5M | Sell |
203,394
-15,758
| -7% | -$893K | 0.05% | 157 |
|
|
2023
Q1 | $11.3M | Buy |
+219,152
| New | +$11.3M | 0.05% | 157 |
|