Five Oceans Advisors’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 | $247K | Buy |
2,705
+25
| +0.9% | +$2.28K | 0.11% | 148 |
|
|
2025
Q1 | $210K | Buy |
+2,680
| New | +$210K | 0.1% | 163 |
|
|
2023
Q1 | – | Sell |
-2,707
| Closed | -$225K | – | 162 |
|
|
2022
Q4 | $225K | Sell |
2,707
-113
| -4% | -$9.41K | 0.16% | 125 |
|
|
2022
Q3 | $203K | Buy |
+2,820
| New | +$203K | 0.16% | 120 |
|
|
2022
Q2 | – | Sell |
-2,768
| Closed | -$233K | – | 141 |
|
|
2022
Q1 | $233K | Sell |
2,768
-103
| -4% | -$8.67K | 0.21% | 94 |
|
|
2021
Q4 | $241K | Buy |
+2,871
| New | +$241K | 0.21% | 90 |
|