FRA
Front Row Advisors’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.4K | Sell |
180
-3,409
| -95% | -$311K | 0.01% | 316 |
|
|
2025
Q1 | $281K | Sell |
3,589
-15
| -0.4% | -$1.17K | 0.11% | 96 |
|
|
2024
Q4 | $267K | Sell |
3,604
-11
| -0.3% | -$814 | 0.09% | 98 |
|
|
2024
Q3 | $234K | Sell |
3,615
-196
| -5% | -$12.7K | 0.08% | 110 |
|
|
2024
Q2 | $281K | Buy |
3,811
+3,601
| +1,715% | +$265K | 0.1% | 104 |
|
|
2024
Q1 | $15.2K | Buy |
+210
| New | +$15.2K | 0.01% | 480 |
|
|
2023
Q1 | – | Sell |
-384
| Closed | -$32K | – | 950 |
|
|
2022
Q4 | $32K | Buy |
384
+25
| +7% | +$2.08K | 0.02% | 288 |
|
|
2022
Q3 | $26K | Buy |
359
+122
| +51% | +$8.84K | 0.01% | 329 |
|
|
2022
Q2 | $15K | Sell |
237
-2
| -0.8% | -$127 | 0.01% | 449 |
|
|
2022
Q1 | $20K | Buy |
239
+5
| +2% | +$418 | 0.01% | 423 |
|
|
2021
Q4 | $20K | Sell |
234
-8
| -3% | -$684 | 0.01% | 434 |
|
|
2021
Q3 | $18K | Hold |
242
| – | – | 0.01% | 448 |
|
|
2021
Q2 | $17K | Buy |
242
+7
| +3% | +$492 | 0.01% | 460 |
|
|
2021
Q1 | $15K | Sell |
235
-2
| -0.8% | -$128 | 0.01% | 468 |
|
|
2020
Q4 | $13K | Hold |
237
| – | – | 0.01% | 467 |
|
|
2020
Q3 | $12K | Buy |
237
+139
| +142% | +$7.04K | 0.01% | 470 |
|
|
2020
Q2 | $3K | Hold |
98
| – | – | ﹤0.01% | 789 |
|
|
2020
Q1 | $4K | Buy |
+98
| New | +$4K | ﹤0.01% | 686 |
|
|
2019
Q4 | – | Sell |
-48
| Closed | -$2K | – | 944 |
|
|
2019
Q3 | $2K | Sell |
48
-59
| -55% | -$2.46K | ﹤0.01% | 803 |
|
|
2019
Q2 | $4K | Buy |
107
+34
| +47% | +$1.27K | ﹤0.01% | 670 |
|
|
2019
Q1 | $3K | Hold |
73
| – | – | ﹤0.01% | 767 |
|
|
2018
Q4 | $3K | Hold |
73
| – | – | ﹤0.01% | 713 |
|
|
2018
Q3 | $3 | Hold |
73
| – | – | ﹤0.01% | 724 |
|
|
2018
Q2 | $4 | Buy |
+73
| New | +$4 | ﹤0.01% | 697 |
|