Frazier Financial 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 | $24.5K | Hold |
269
| – | – | 0.02% | 236 |
|
|
2025
Q1 | $21.1K | Hold |
269
| – | – | 0.02% | 241 |
|
|
2024
Q4 | $19.9K | Sell |
269
-128
| -32% | -$9.46K | 0.02% | 248 |
|
|
2024
Q3 | $25.7K | Sell |
397
-43
| -10% | -$2.79K | 0.02% | 227 |
|
|
2024
Q2 | $32.4K | Hold |
440
| – | – | 0.03% | 213 |
|
|
2024
Q1 | $31.8K | Hold |
440
| – | – | 0.03% | 197 |
|
|
2023
Q4 | $30.3K | Buy |
+440
| New | +$30.3K | 0.03% | 180 |
|