Fielder Capital 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 | $387K | Sell |
4,240
-200
| -5% | -$18.2K | 0.1% | 129 |
|
|
2025
Q1 | $348K | Buy |
4,440
+1,063
| +31% | +$83.2K | 0.1% | 133 |
|
|
2024
Q4 | $250K | Buy |
3,377
+237
| +8% | +$17.5K | 0.08% | 170 |
|
|
2024
Q3 | $203K | Sell |
3,140
-39
| -1% | -$2.53K | 0.07% | 205 |
|
|
2024
Q2 | $234K | Buy |
3,179
+17
| +0.5% | +$1.25K | 0.09% | 151 |
|
|
2024
Q1 | $229K | Buy |
3,162
+34
| +1% | +$2.46K | 0.1% | 141 |
|
|
2023
Q4 | $215K | Buy |
+3,128
| New | +$215K | 0.13% | 129 |
|