Founders Financial Securities’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 | $782K | Sell |
8,575
-35
| -0.4% | -$3.19K | 0.06% | 274 |
|
|
2025
Q1 | $690K | Buy |
8,610
+135
| +2% | +$10.8K | 0.06% | 272 |
|
|
2024
Q4 | $627K | Buy |
8,475
+27
| +0.3% | +$2K | 0.06% | 244 |
|
|
2024
Q3 | $548K | Buy |
8,448
+266
| +3% | +$17.2K | 0.05% | 255 |
|
|
2024
Q2 | $603K | Sell |
8,182
-2,029
| -20% | -$150K | 0.06% | 254 |
|
|
2024
Q1 | $739K | Buy |
10,211
+16
| +0.2% | +$1.16K | 0.08% | 205 |
|
|
2023
Q4 | $701K | Buy |
10,195
+18
| +0.2% | +$1.24K | 0.08% | 211 |
|
|
2023
Q3 | $559K | Sell |
10,177
-1,895
| -16% | -$104K | 0.07% | 202 |
|
|
2023
Q2 | $684K | Sell |
12,072
-4,876
| -29% | -$276K | 0.09% | 174 |
|
|
2023
Q1 | $888K | Buy |
16,948
+987
| +6% | +$51.7K | 0.13% | 147 |
|
|
2022
Q4 | $1.33M | Buy |
15,961
+771
| +5% | +$64.2K | 0.21% | 99 |
|
|
2022
Q3 | $1.09M | Buy |
15,190
+12
| +0.1% | +$863 | 0.19% | 109 |
|
|
2022
Q2 | $959K | Sell |
15,178
-85
| -0.6% | -$5.37K | 0.19% | 101 |
|
|
2022
Q1 | $1.29M | Buy |
15,263
+10
| +0.1% | +$843 | 0.23% | 91 |
|
|
2021
Q4 | $1.28M | Buy |
15,253
+9
| +0.1% | +$757 | 0.23% | 88 |
|
|
2021
Q3 | $1.11M | Buy |
15,244
+9
| +0.1% | +$655 | 0.22% | 94 |
|
|
2021
Q2 | $1.11M | Buy |
15,235
+11,264
| +284% | +$820K | 0.22% | 98 |
|
|
2021
Q1 | $259K | Buy |
3,971
+11
| +0.3% | +$717 | 0.06% | 217 |
|
|
2020
Q4 | $210K | Buy |
+3,960
| New | +$210K | 0.05% | 221 |
|