First National Advisers’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 | $676K | Sell |
7,413
-2,987
| -29% | -$273K | 0.1% | 150 |
|
|
2025
Q1 | $814K | Sell |
10,400
-4,700
| -31% | -$368K | 0.13% | 140 |
|
|
2024
Q4 | $1.12M | Sell |
15,100
-9,319
| -38% | -$690K | 0.18% | 126 |
|
|
2024
Q3 | $1.58M | Sell |
24,419
-55
| -0.2% | -$3.57K | 0.25% | 107 |
|
|
2024
Q2 | $1.8M | Sell |
24,474
-5,695
| -19% | -$420K | 0.33% | 92 |
|
|
2024
Q1 | $2.18M | Sell |
30,169
-1,500
| -5% | -$109K | 0.49% | 65 |
|
|
2023
Q4 | $2.18M | Sell |
31,669
-7,742
| -20% | -$533K | 0.63% | 54 |
|
|
2023
Q3 | $2.16M | Buy |
+39,411
| New | +$2.16M | 0.97% | 23 |
|