Everhart 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 | $838K | Buy |
9,183
+1,142
| +14% | +$104K | 0.1% | 146 |
|
|
2025
Q1 | $629K | Buy |
8,041
+1,502
| +23% | +$118K | 0.09% | 166 |
|
|
2024
Q4 | $484K | Buy |
6,539
+1,050
| +19% | +$77.7K | 0.1% | 198 |
|
|
2024
Q3 | $356K | Sell |
5,489
-919
| -14% | -$59.6K | 0.08% | 237 |
|
|
2024
Q2 | $472K | Buy |
6,408
+1,201
| +23% | +$88.5K | 0.12% | 167 |
|
|
2024
Q1 | $377K | Buy |
5,207
+1,217
| +31% | +$88K | 0.11% | 188 |
|
|
2023
Q4 | $275K | Sell |
3,990
-889
| -18% | -$61.2K | 0.1% | 195 |
|
|
2023
Q3 | $268K | Buy |
+4,879
| New | +$268K | 0.11% | 166 |
|
|
2023
Q1 | – | Sell |
-3,385
| Closed | -$282K | – | 210 |
|
|
2022
Q4 | $282K | Sell |
3,385
-1,575
| -32% | -$131K | 0.14% | 129 |
|
|
2022
Q3 | $357K | Buy |
4,960
+1,312
| +36% | +$94.4K | 0.2% | 102 |
|
|
2022
Q2 | $231K | Buy |
+3,648
| New | +$231K | 0.14% | 152 |
|