Fairman 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 | $4.2K | Hold |
46
| – | – | ﹤0.01% | 187 |
|
|
2025
Q1 | $3.4K | Sell |
46
-69
| -60% | -$5.11K | ﹤0.01% | 186 |
|
|
2024
Q4 | $8.51K | Sell |
115
-69
| -38% | -$5.11K | 0.01% | 164 |
|
|
2024
Q3 | $11.9K | Hold |
184
| – | – | 0.01% | 160 |
|
|
2024
Q2 | $13.6K | Hold |
184
| – | – | 0.01% | 154 |
|
|
2024
Q1 | $13.3K | Hold |
184
| – | – | 0.01% | 146 |
|
|
2023
Q4 | $12.7K | Buy |
+184
| New | +$12.7K | 0.01% | 149 |
|