Financial Gravity Asset Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $10.2K | Buy |
+130
| New | +$10.2K | ﹤0.01% | 601 |
|
|
2024
Q2 | – | Sell |
-1
| Closed | -$99 | – | 2337 |
|
|
2024
Q1 | $99 | Hold |
1
| – | – | ﹤0.01% | 1741 |
|
|
2023
Q4 | $62 | Hold |
1
| – | – | ﹤0.01% | 1310 |
|
|
2023
Q3 | $62 | Sell |
1
-56
| -98% | -$3.47K | ﹤0.01% | 1033 |
|
|
2023
Q2 | $1.56K | Buy |
57
+5
| +10% | +$137 | ﹤0.01% | 701 |
|
|
2023
Q1 | $3.39K | Sell |
52
-31
| -37% | -$2.02K | 0.1% | 230 |
|
|
2022
Q4 | $2.1K | Sell |
83
-1,069
| -93% | -$27K | 0.01% | 533 |
|
|
2022
Q3 | $4.89K | Buy |
1,152
+18
| +2% | +$76 | 0.17% | 114 |
|
|
2022
Q2 | $4.42K | Sell |
1,134
-378
| -25% | -$1.47K | 0.14% | 156 |
|
|
2022
Q1 | $5.33K | Sell |
1,512
-504
| -25% | -$1.78K | 0.15% | 140 |
|
|
2021
Q4 | $7.84K | Buy |
2,016
+1,920
| +2,000% | +$7.47K | 0.18% | 168 |
|
|
2021
Q3 | $73K | Sell |
96
-125
| -57% | -$95.1K | 0.03% | 448 |
|
|
2021
Q2 | $82K | Sell |
221
-11
| -5% | -$4.08K | 0.03% | 412 |
|
|
2021
Q1 | $7.05K | Sell |
232
-114
| -33% | -$3.46K | 0.14% | 124 |
|
|
2020
Q4 | $19K | Buy |
+346
| New | +$19K | 0.02% | 134 |
|
|
2020
Q2 | – | Sell |
-2,011
| Closed | -$13.6K | – | 735 |
|
|
2020
Q1 | $13.6K | Sell |
2,011
-893
| -31% | -$6.03K | 0.04% | 170 |
|
|
2019
Q4 | $183K | Sell |
2,904
-653
| -18% | -$41.2K | 0.13% | 130 |
|
|
2019
Q3 | $149K | Sell |
3,557
-2,014
| -36% | -$84.4K | 0.13% | 150 |
|
|
2019
Q2 | $224K | Buy |
5,571
+4,234
| +317% | +$170K | 0.18% | 129 |
|
|
2019
Q1 | $59K | Buy |
+1,337
| New | +$59K | 0.05% | 277 |
|
|
2018
Q3 | $0 | Sell |
8
-1,141
| -99% | – | ﹤0.01% | 1593 |
|
|
2018
Q2 | $58K | Buy |
1,149
+1,128
| +5,371% | +$56.9K | 0.05% | 293 |
|
|
2018
Q1 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 1240 |
|