Frank Rimerman Advisors’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 | $1.82M | Buy |
19,898
+3,364
| +20% | +$307K | 0.12% | 129 |
|
|
2025
Q1 | $1.29M | Buy |
16,534
+2,472
| +18% | +$194K | 0.1% | 164 |
|
|
2024
Q4 | $1.04M | Sell |
14,062
-7
| -0% | -$518 | 0.08% | 192 |
|
|
2024
Q3 | $912K | Sell |
14,069
-3,921
| -22% | -$254K | 0.06% | 231 |
|
|
2024
Q2 | $1.33M | Buy |
17,990
+16,232
| +923% | +$1.2M | 0.09% | 169 |
|
|
2024
Q1 | $127K | Sell |
1,758
-75
| -4% | -$5.43K | 0.02% | 107 |
|
|
2023
Q4 | $126K | Buy |
+1,833
| New | +$126K | 0.03% | 107 |
|