Founders Financial Alliance’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-723
| Closed | -$53.5K | – | 648 |
|
|
2024
Q4 | $53.5K | Buy |
723
+1
| +0.1% | +$74 | 0.01% | 377 |
|
|
2024
Q3 | $46.8K | Hold |
722
| – | – | 0.01% | 395 |
|
|
2024
Q2 | $53.2K | Buy |
+722
| New | +$53.2K | 0.02% | 369 |
|
|
2024
Q1 | – | Sell |
-1,860
| Closed | -$128K | – | 572 |
|
|
2023
Q4 | $128K | Buy |
+1,860
| New | +$128K | 0.05% | 276 |
|
|
2022
Q3 | – | Sell |
-15,365
| Closed | -$971K | – | 534 |
|
|
2022
Q2 | $971K | Buy |
+15,365
| New | +$971K | 0.49% | 48 |
|
|
2021
Q2 | – | Sell |
-1,001
| Closed | -$65K | – | 488 |
|
|
2021
Q1 | $65K | Buy |
+1,001
| New | +$65K | 0.03% | 312 |
|
|
2020
Q4 | – | Sell |
-101
| Closed | -$4K | – | 1092 |
|
|
2020
Q3 | $4K | Buy |
+101
| New | +$4K | ﹤0.01% | 1079 |
|