Fusion Capital’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 | $1.37M | Buy |
14,994
+847
| +6% | +$77.3K | 0.47% | 34 |
|
|
2025
Q1 | $1.11M | Buy |
14,147
+2,072
| +17% | +$162K | 0.42% | 36 |
|
|
2024
Q4 | $894K | Buy |
12,075
+37
| +0.3% | +$2.74K | 0.36% | 40 |
|
|
2024
Q3 | $780K | Buy |
12,038
+3,337
| +38% | +$216K | 0.33% | 39 |
|
|
2024
Q2 | $641K | Sell |
8,701
-361
| -4% | -$26.6K | 0.29% | 40 |
|
|
2024
Q1 | $656K | Buy |
9,062
+1,633
| +22% | +$118K | 0.3% | 40 |
|
|
2023
Q4 | $511K | Buy |
7,429
+1,826
| +33% | +$126K | 0.26% | 41 |
|
|
2023
Q3 | $308K | Sell |
5,603
-322
| -5% | -$17.7K | 0.17% | 57 |
|
|
2023
Q2 | $336K | Buy |
5,925
+839
| +16% | +$47.6K | 0.19% | 53 |
|
|
2023
Q1 | $266K | Buy |
+5,086
| New | +$266K | 0.15% | 61 |
|