FAM
Flaharty Asset Management’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.2K | Hold |
210
| – | – | ﹤0.01% | 210 |
|
|
2025
Q1 | $16.4K | Buy |
+210
| New | +$16.4K | ﹤0.01% | 290 |
|
|
2024
Q4 | – | Sell |
-293
| Closed | -$19K | – | 360 |
|
|
2024
Q3 | $19K | Buy |
+293
| New | +$19K | ﹤0.01% | 275 |
|
|
2023
Q4 | – | Sell |
-862
| Closed | -$47.3K | – | 376 |
|
|
2023
Q3 | $47.3K | Buy |
+862
| New | +$47.3K | 0.01% | 198 |
|