Frisch Financial Group’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 | $1.38M | Buy |
15,092
+29
| +0.2% | +$2.65K | 0.34% | 47 |
|
|
2025
Q1 | $1.18M | Sell |
15,063
-161
| -1% | -$12.6K | 0.33% | 44 |
|
|
2024
Q4 | $1.13M | Sell |
15,224
-1,170
| -7% | -$86.6K | 0.34% | 42 |
|
|
2024
Q3 | $1.06M | Buy |
16,394
+36
| +0.2% | +$2.33K | 0.32% | 43 |
|
|
2024
Q2 | $1.21M | Sell |
16,358
-418
| -2% | -$30.8K | 0.37% | 38 |
|
|
2024
Q1 | $1.21M | Sell |
16,776
-8,366
| -33% | -$605K | 0.4% | 34 |
|
|
2023
Q4 | $1.73M | Sell |
25,142
-9,048
| -26% | -$623K | 0.65% | 29 |
|
|
2023
Q3 | $1.88M | Buy |
34,190
+7,266
| +27% | +$399K | 0.76% | 29 |
|
|
2023
Q2 | $1.53M | Sell |
26,924
-83
| -0.3% | -$4.7K | 0.73% | 30 |
|
|
2023
Q1 | $1.42M | Buy |
27,007
+387
| +1% | +$20.3K | 0.55% | 38 |
|
|
2022
Q4 | $2.22M | Buy |
26,620
+257
| +1% | +$21.4K | 0.83% | 33 |
|
|
2022
Q3 | $1.9M | Buy |
26,363
+331
| +1% | +$23.8K | 0.8% | 31 |
|
|
2022
Q2 | $1.65M | Buy |
26,032
+9,096
| +54% | +$575K | 0.64% | 35 |
|
|
2022
Q1 | $1.43M | Sell |
16,936
-8,998
| -35% | -$759K | 0.46% | 43 |
|
|
2021
Q4 | $1.43M | Sell |
25,934
-129
| -0.5% | -$7.12K | 0.45% | 45 |
|
|
2021
Q3 | $1.9M | Sell |
26,063
-303
| -1% | -$22.1K | 0.63% | 37 |
|
|
2021
Q2 | $1.92M | Buy |
26,366
+196
| +0.7% | +$14.3K | 0.6% | 38 |
|
|
2021
Q1 | $1.71M | Buy |
26,170
+13,456
| +106% | +$877K | 0.57% | 38 |
|
|
2020
Q4 | $674K | Buy |
+12,714
| New | +$674K | 0.25% | 53 |
|