Enlightenment Research’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,500
| Closed | -$284K | – | 148 |
|
|
2022
Q2 | $284K | Sell |
4,500
-34,105
| -88% | -$2.15M | 0.61% | 64 |
|
|
2022
Q1 | $3.26M | Buy |
38,605
+30,005
| +349% | +$2.53M | 4.33% | 2 |
|
|
2021
Q4 | $723K | Buy |
8,600
+1,900
| +28% | +$160K | 1.03% | 27 |
|
|
2021
Q3 | $488K | Buy |
+6,700
| New | +$488K | 0.6% | 61 |
|
|
2020
Q1 | – | Sell |
-17,700
| Closed | -$842K | – | 191 |
|
|
2019
Q4 | $842K | Buy |
+17,700
| New | +$842K | 3.94% | 6 |
|