Forum Financial Management’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 |
19,342
+1,582
| +9% | +$144K | 0.03% | 139 |
|
|
2025
Q1 | $1.39M | Sell |
17,760
-1,876
| -10% | -$147K | 0.02% | 167 |
|
|
2024
Q4 | $1.45M | Buy |
19,636
+2,336
| +14% | +$173K | 0.02% | 160 |
|
|
2024
Q3 | $1.12M | Sell |
17,300
-148
| -0.8% | -$9.59K | 0.02% | 173 |
|
|
2024
Q2 | $1.29M | Buy |
17,448
+257
| +1% | +$18.9K | 0.02% | 143 |
|
|
2024
Q1 | $1.24M | Buy |
17,191
+834
| +5% | +$60.3K | 0.02% | 163 |
|
|
2023
Q4 | $1.13M | Buy |
16,357
+3,002
| +22% | +$207K | 0.02% | 152 |
|
|
2023
Q3 | $733K | Buy |
13,355
+200
| +2% | +$11K | 0.02% | 205 |
|
|
2023
Q2 | $746K | Sell |
13,155
-828
| -6% | -$46.9K | 0.02% | 202 |
|
|
2023
Q1 | $732K | Buy |
13,983
+906
| +7% | +$47.5K | 0.02% | 186 |
|
|
2022
Q4 | $1.09M | Buy |
13,077
+282
| +2% | +$23.5K | 0.04% | 124 |
|
|
2022
Q3 | $920K | Sell |
12,795
-41
| -0.3% | -$2.95K | 0.04% | 122 |
|
|
2022
Q2 | $811K | Buy |
12,836
+34
| +0.3% | +$2.15K | 0.04% | 142 |
|
|
2022
Q1 | $1.08M | Buy |
12,802
+71
| +0.6% | +$5.98K | 0.05% | 116 |
|
|
2021
Q4 | $1.07M | Buy |
+12,731
| New | +$1.07M | 0.06% | 117 |
|