Family Legacy Inc’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 | $575K | Hold |
6,300
| – | – | 0.19% | 96 |
|
|
2025
Q1 | $493K | Hold |
6,300
| – | – | 0.17% | 100 |
|
|
2024
Q4 | $460K | Sell |
6,300
-10
| -0.2% | -$730 | 0.16% | 102 |
|
|
2024
Q3 | $409K | Hold |
6,310
| – | – | 0.14% | 105 |
|
|
2024
Q2 | $465K | Hold |
6,310
| – | – | 0.17% | 101 |
|
|
2024
Q1 | $456K | Hold |
6,310
| – | – | 0.16% | 98 |
|
|
2023
Q4 | $434K | Hold |
6,310
| – | – | 0.17% | 98 |
|
|
2023
Q3 | $346K | Buy |
6,310
+150
| +2% | +$8.24K | 0.14% | 102 |
|
|
2023
Q2 | $349K | Buy |
6,160
+79
| +1% | +$4.48K | 0.14% | 101 |
|
|
2023
Q1 | $319K | Buy |
6,081
+719
| +13% | +$37.7K | 0.14% | 102 |
|
|
2022
Q4 | $425K | Buy |
5,362
+41
| +0.8% | +$3.25K | 0.19% | 96 |
|
|
2022
Q3 | $382K | Hold |
5,321
| – | – | 0.19% | 97 |
|
|
2022
Q2 | $331K | Hold |
5,321
| – | – | 0.16% | 100 |
|
|
2022
Q1 | $449K | Hold |
5,321
| – | – | 0.19% | 97 |
|
|
2021
Q4 | $500K | Hold |
5,321
| – | – | 0.2% | 94 |
|
|
2021
Q3 | $412K | Hold |
5,321
| – | – | 0.19% | 97 |
|
|
2021
Q2 | $358K | Hold |
5,321
| – | – | 0.16% | 99 |
|
|
2021
Q1 | $347K | Hold |
5,321
| – | – | 0.17% | 100 |
|
|
2020
Q4 | $282K | Buy |
+5,321
| New | +$282K | 0.15% | 105 |
|