FORA Capital’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 | $4.77M | Buy |
+52,261
| New | +$4.77M | 0.53% | 43 |
|
|
2022
Q3 | – | Sell |
-16,489
| Closed | -$1.04M | – | 546 |
|
|
2022
Q2 | $1.04M | Buy |
+16,489
| New | +$1.04M | 0.21% | 151 |
|
|
2021
Q4 | – | Sell |
-11,523
| Closed | -$839K | – | 445 |
|
|
2021
Q3 | $839K | Sell |
11,523
-1,125
| -9% | -$81.9K | 0.21% | 137 |
|
|
2021
Q2 | $921K | Buy |
+12,648
| New | +$921K | 0.17% | 157 |
|
|
2021
Q1 | – | Sell |
-2,917
| Closed | -$155K | – | 1056 |
|
|
2020
Q4 | $155K | Buy |
+2,917
| New | +$155K | 0.02% | 562 |
|
|
2020
Q1 | – | Sell |
-14,383
| Closed | -$684K | – | 1303 |
|
|
2019
Q4 | $684K | Buy |
+14,383
| New | +$684K | 0.07% | 324 |
|