Focus Financial Network’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 | $1.76M | Buy |
19,252
+212
| +1% | +$19.3K | 0.07% | 205 |
|
|
2025
Q1 | $1.49M | Buy |
19,040
+518
| +3% | +$40.5K | 0.06% | 225 |
|
|
2024
Q4 | $1.37M | Sell |
18,522
-1,394
| -7% | -$103K | 0.05% | 231 |
|
|
2024
Q3 | $1.29M | Sell |
19,916
-1,028
| -5% | -$66.6K | 0.05% | 242 |
|
|
2024
Q2 | $1.34M | Sell |
20,944
-3,329
| -14% | -$212K | 0.06% | 227 |
|
|
2024
Q1 | $1.77M | Sell |
24,273
-14,237
| -37% | -$1.04M | 0.09% | 178 |
|
|
2023
Q4 | $2.65M | Sell |
38,510
-32,610
| -46% | -$2.24M | 0.1% | 174 |
|
|
2023
Q3 | $3.9M | Buy |
71,120
+2,478
| +4% | +$136K | 0.22% | 92 |
|
|
2023
Q2 | $3.89M | Buy |
68,642
+22,536
| +49% | +$1.28M | 0.22% | 96 |
|
|
2023
Q1 | $2.42M | Buy |
46,106
+39,223
| +570% | +$2.05M | 0.15% | 128 |
|
|
2022
Q4 | $573K | Buy |
6,883
+56
| +0.8% | +$4.66K | 0.05% | 265 |
|
|
2022
Q3 | $491K | Buy |
6,827
+126
| +2% | +$9.06K | 0.04% | 285 |
|
|
2022
Q2 | $423K | Sell |
6,701
-133
| -2% | -$8.4K | 0.04% | 312 |
|
|
2022
Q1 | $576K | Sell |
6,834
-2,597
| -28% | -$219K | 0.04% | 279 |
|
|
2021
Q4 | $793K | Buy |
9,431
+169
| +2% | +$14.2K | 0.12% | 157 |
|
|
2021
Q3 | $675K | Hold |
9,262
| – | – | 0.09% | 205 |
|
|
2021
Q2 | $674K | Sell |
9,262
-40
| -0.4% | -$2.91K | 0.09% | 209 |
|
|
2021
Q1 | $606K | Buy |
9,302
+2,733
| +42% | +$178K | 0.07% | 220 |
|
|
2020
Q4 | $348K | Sell |
6,569
-1,965
| -23% | -$104K | 0.03% | 322 |
|
|
2020
Q3 | $309K | Buy |
8,534
+1,378
| +19% | +$49.9K | 0.03% | 332 |
|
|
2020
Q2 | $241K | Sell |
7,156
-1,053
| -13% | -$35.5K | 0.03% | 344 |
|
|
2020
Q1 | $276K | Sell |
8,209
-21
| -0.3% | -$706 | 0.04% | 287 |
|
|
2019
Q4 | $391K | Sell |
8,230
-1,666
| -17% | -$79.2K | 0.05% | 270 |
|
|
2019
Q3 | $414K | Buy |
9,896
+656
| +7% | +$27.4K | 0.06% | 255 |
|
|
2019
Q2 | $371K | Buy |
9,240
+1,035
| +13% | +$41.6K | 0.06% | 252 |
|
|
2019
Q1 | $351K | Buy |
+8,205
| New | +$351K | 0.06% | 248 |
|