Ethos Financial 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 | $765K | Buy |
+8,381
| New | +$765K | 0.07% | 204 |
|
|
2025
Q1 | – | Sell |
-2,413
| Closed | -$179K | – | 491 |
|
|
2024
Q4 | $179K | Buy |
+2,413
| New | +$179K | 0.02% | 294 |
|
|
2024
Q3 | – | Sell |
-2,765
| Closed | -$204K | – | 323 |
|
|
2024
Q2 | $204K | Sell |
2,765
-1,717
| -38% | -$127K | 0.04% | 259 |
|
|
2024
Q1 | $325K | Sell |
4,482
-502
| -10% | -$36.4K | 0.06% | 194 |
|
|
2023
Q4 | $344K | Buy |
+4,984
| New | +$344K | 0.07% | 175 |
|