Financial Connections 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 | $115K | Buy |
1,271
+1,000
| +369% | +$90.5K | 0.05% | 78 |
|
|
2025
Q1 | $21K | Hold |
271
| – | – | 0.01% | 134 |
|
|
2024
Q4 | $20K | Hold |
271
| – | – | 0.01% | 129 |
|
|
2024
Q3 | $17K | Hold |
271
| – | – | 0.01% | 133 |
|
|
2024
Q2 | $19K | Buy |
+271
| New | +$19K | 0.01% | 154 |
|
|
2024
Q1 | – | Sell |
-271
| Closed | -$18K | – | 250 |
|
|
2023
Q4 | $18K | Buy |
+271
| New | +$18K | 0.01% | 146 |
|
|
2023
Q3 | – | Sell |
-447
| Closed | -$25K | – | 215 |
|
|
2023
Q2 | $25K | Sell |
447
-335
| -43% | -$18.7K | 0.02% | 143 |
|
|
2023
Q1 | $40K | Hold |
782
| – | – | 0.03% | 102 |
|
|
2022
Q4 | $65K | Buy |
782
+335
| +75% | +$27.8K | 0.05% | 75 |
|
|
2022
Q3 | $32K | Hold |
447
| – | – | 0.03% | 93 |
|
|
2022
Q2 | $28K | Hold |
447
| – | – | 0.02% | 126 |
|
|
2022
Q1 | $37K | Hold |
447
| – | – | 0.04% | 115 |
|
|
2021
Q4 | $37K | Buy |
+447
| New | +$37K | 0.04% | 118 |
|