Fi3 Financial Advisors’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 | $487K | Buy |
5,340
+410
| +8% | +$37.4K | 0.18% | 52 |
|
|
2025
Q1 | $386K | Buy |
4,930
+450
| +10% | +$35.2K | 0.16% | 63 |
|
|
2024
Q4 | $332K | Buy |
4,480
+237
| +6% | +$17.5K | 0.12% | 70 |
|
|
2024
Q3 | $275K | Buy |
4,243
+1,374
| +48% | +$89K | 0.11% | 74 |
|
|
2024
Q2 | $211K | Sell |
2,869
-62
| -2% | -$4.57K | 0.09% | 80 |
|
|
2024
Q1 | $223K | Buy |
+2,931
| New | +$223K | 0.1% | 75 |
|