Financial Management Professionals’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 | $283K | Buy |
3,103
+387
| +14% | +$35.3K | 0.03% | 135 |
|
|
2025
Q1 | $213K | Buy |
2,716
+80
| +3% | +$6.26K | 0.03% | 136 |
|
|
2024
Q4 | $195K | Sell |
2,636
-99
| -4% | -$7.33K | 0.02% | 144 |
|
|
2024
Q3 | $177K | Sell |
2,735
-434
| -14% | -$28.1K | 0.02% | 153 |
|
|
2024
Q2 | $234K | Sell |
3,169
-277
| -8% | -$20.5K | 0.03% | 129 |
|
|
2024
Q1 | $249K | Buy |
3,446
+585
| +20% | +$42.3K | 0.04% | 132 |
|
|
2023
Q4 | $197K | Buy |
2,861
+291
| +11% | +$20K | 0.03% | 132 |
|
|
2023
Q3 | $141K | Hold |
2,570
| – | – | 0.02% | 147 |
|
|
2023
Q2 | $146K | Sell |
2,570
-663
| -21% | -$37.7K | 0.02% | 146 |
|
|
2023
Q1 | $169K | Sell |
3,233
-1,299
| -29% | -$67.9K | 0.03% | 145 |
|
|
2022
Q4 | $377K | Buy |
4,532
+215
| +5% | +$17.9K | 0.08% | 74 |
|
|
2022
Q3 | $310K | Buy |
4,317
+2,018
| +88% | +$145K | 0.07% | 69 |
|
|
2022
Q2 | $145K | Buy |
2,299
+52
| +2% | +$3.28K | 0.04% | 123 |
|
|
2022
Q1 | $189K | Buy |
2,247
+259
| +13% | +$21.8K | 0.04% | 106 |
|
|
2021
Q4 | $167K | Buy |
1,988
+424
| +27% | +$35.6K | 0.04% | 108 |
|
|
2021
Q3 | $114K | Hold |
1,564
| – | – | 0.03% | 132 |
|
|
2021
Q2 | $114K | Hold |
1,564
| – | – | 0.03% | 131 |
|
|
2021
Q1 | $102K | Hold |
1,564
| – | – | 0.03% | 135 |
|
|
2020
Q4 | $83K | Buy |
1,564
+394
| +34% | +$20.9K | 0.02% | 154 |
|
|
2020
Q3 | $42K | Sell |
1,170
-130
| -10% | -$4.67K | 0.02% | 225 |
|
|
2020
Q2 | $44K | Hold |
1,300
| – | – | 0.02% | 224 |
|
|
2020
Q1 | $44K | Buy |
1,300
+572
| +79% | +$19.4K | 0.02% | 96 |
|
|
2019
Q4 | $35K | Buy |
728
+157
| +27% | +$7.55K | 0.01% | 122 |
|
|
2019
Q3 | $24K | Hold |
571
| – | – | 0.01% | 132 |
|
|
2019
Q2 | $23K | Hold |
571
| – | – | 0.01% | 139 |
|
|
2019
Q1 | $24K | Hold |
571
| – | – | 0.01% | 118 |
|
|
2018
Q4 | $24K | Buy |
571
+121
| +27% | +$5.09K | 0.02% | 110 |
|
|
2018
Q3 | $22K | Hold |
450
| – | – | 0.01% | 126 |
|
|
2018
Q2 | $23K | Hold |
450
| – | – | 0.01% | 122 |
|
|
2018
Q1 | $23K | Hold |
450
| – | – | 0.01% | 126 |
|
|
2017
Q4 | $23K | Hold |
450
| – | – | 0.01% | 106 |
|
|
2017
Q3 | $19K | Hold |
450
| – | – | 0.01% | 110 |
|
|
2017
Q2 | $19K | Hold |
450
| – | – | 0.01% | 125 |
|
|
2017
Q1 | $18K | Hold |
450
| – | – | 0.01% | 128 |
|
|
2016
Q4 | $17K | Hold |
450
| – | – | 0.01% | 129 |
|
|
2016
Q3 | $14K | Hold |
450
| – | – | 0.01% | 158 |
|
|
2016
Q2 | $11K | Hold |
450
| – | – | 0.01% | 201 |
|
|
2016
Q1 | $13K | Hold |
450
| – | – | 0.01% | 131 |
|
|
2015
Q4 | $14K | Buy |
450
+90
| +25% | +$2.8K | 0.01% | 132 |
|
|
2015
Q3 | $10K | Buy |
+360
| New | +$10K | 0.01% | 161 |
|