Financial Partners Group (Tennessee)’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 | $2.2M | Sell |
24,142
-815
| -3% | -$74.4K | 0.8% | 31 |
|
|
2025
Q1 | $1.95M | Sell |
24,957
-1,226
| -5% | -$96K | 0.85% | 29 |
|
|
2024
Q4 | $1.94M | Sell |
26,183
-4,294
| -14% | -$318K | 0.8% | 31 |
|
|
2024
Q3 | $1.98M | Buy |
30,477
+4,854
| +19% | +$315K | 0.74% | 31 |
|
|
2024
Q2 | $1.89M | Sell |
25,623
-9,122
| -26% | -$672K | 0.73% | 35 |
|
|
2024
Q1 | $2.51M | Sell |
34,745
-1,347
| -4% | -$97.4K | 0.97% | 29 |
|
|
2023
Q4 | $2.48M | Sell |
36,092
-174
| -0.5% | -$12K | 1.12% | 25 |
|
|
2023
Q3 | $1.99M | Sell |
36,266
-1,482
| -4% | -$81.4K | 0.96% | 28 |
|
|
2023
Q2 | $2.14M | Buy |
37,748
+17,162
| +83% | +$973K | 1.08% | 30 |
|
|
2023
Q1 | $1.08M | Sell |
20,586
-370
| -2% | -$19.4K | 0.56% | 38 |
|
|
2022
Q4 | $1.74M | Buy |
+20,956
| New | +$1.74M | 1.03% | 26 |
|