Frontier Investment Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $498K | Sell |
14,769
-1,833
| -11% | -$61.8K | 0.03% | 155 |
|
|
2020
Q1 | $558K | Sell |
16,602
-3,693
| -18% | -$124K | 0.04% | 129 |
|
|
2019
Q4 | $965K | Buy |
20,295
+756
| +4% | +$35.9K | 0.06% | 117 |
|
|
2019
Q3 | $817K | Sell |
19,539
-280
| -1% | -$11.7K | 0.05% | 121 |
|
|
2019
Q2 | $797K | Buy |
19,819
+3,727
| +23% | +$150K | 0.05% | 122 |
|
|
2019
Q1 | $688K | Sell |
16,092
-2,049
| -11% | -$87.6K | 0.04% | 138 |
|
|
2018
Q4 | $753K | Sell |
18,141
-192
| -1% | -$7.97K | 0.06% | 121 |
|
|
2018
Q3 | $901K | Sell |
18,333
-2,440
| -12% | -$120K | 0.06% | 125 |
|
|
2018
Q2 | $1.06M | Buy |
20,773
+4,315
| +26% | +$220K | 0.08% | 117 |
|
|
2018
Q1 | $859K | Buy |
16,458
+1,827
| +12% | +$95.4K | 0.07% | 121 |
|
|
2017
Q4 | $752K | Buy |
14,631
+1,112
| +8% | +$57.2K | 0.06% | 131 |
|
|
2017
Q3 | $591K | Buy |
13,519
+928
| +7% | +$40.6K | 0.05% | 140 |
|
|
2017
Q2 | $541K | Sell |
12,591
-1,977
| -14% | -$84.9K | 0.05% | 145 |
|
|
2017
Q1 | $595K | Buy |
+14,568
| New | +$595K | 0.06% | 121 |
|