Flagship Harbor Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Sell |
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|
2025
Q1 | $239K | Buy |
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|
2024
Q4 | $221K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $59K | Sell |
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|
2020
Q2 | $66K | Buy |
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|
2020
Q1 | $37K | Buy |
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|
2019
Q4 | $38K | Buy |
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|
2019
Q3 | $33K | Buy |
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|
2019
Q2 | $8K | Buy |
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|
2019
Q1 | $8K | Hold |
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|
2018
Q4 | $8K | Sell |
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|
2018
Q3 | $45K | Sell |
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|
2018
Q2 | $47K | Buy |
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