Garde 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 | $4.11K | Hold |
45
| – | – | ﹤0.01% | 551 |
|
|
2025
Q1 | $3.52K | Buy |
+45
| New | +$3.52K | ﹤0.01% | 537 |
|
|
2024
Q3 | – | Sell |
-1,788
| Closed | -$132K | – | 274 |
|
|
2024
Q2 | $132K | Sell |
1,788
-1,250
| -41% | -$92.3K | 0.01% | 237 |
|
|
2024
Q1 | $219K | Buy |
3,038
+1,373
| +82% | +$99K | 0.02% | 196 |
|
|
2023
Q4 | $115K | Sell |
1,665
-1,498
| -47% | -$103K | 0.01% | 257 |
|
|
2023
Q3 | $174K | Sell |
3,163
-5,195
| -62% | -$286K | 0.01% | 205 |
|
|
2023
Q2 | $474K | Buy |
8,358
+430
| +5% | +$24.4K | 0.04% | 144 |
|
|
2023
Q1 | $415K | Buy |
7,928
+1,721
| +28% | +$90.1K | 0.05% | 125 |
|
|
2022
Q4 | $517K | Buy |
6,207
+2,660
| +75% | +$222K | 0.06% | 116 |
|
|
2022
Q3 | $255K | Sell |
3,547
-3,923
| -53% | -$282K | 0.03% | 146 |
|
|
2022
Q2 | $472K | Buy |
+7,470
| New | +$472K | 0.06% | 117 |
|
|
2018
Q4 | – | Sell |
-5,022
| Closed | -$238K | – | 169 |
|
|
2018
Q3 | $238K | Hold |
5,022
| – | – | 0.04% | 159 |
|
|
2018
Q2 | $257K | Hold |
5,022
| – | – | 0.04% | 147 |
|
|
2018
Q1 | $262K | Hold |
5,022
| – | – | 0.05% | 142 |
|
|
2017
Q4 | $258K | Sell |
5,022
-389
| -7% | -$20K | 0.05% | 145 |
|
|
2017
Q3 | $237K | Buy |
5,411
+604
| +13% | +$26.5K | 0.05% | 151 |
|
|
2017
Q2 | $207K | Buy |
+4,807
| New | +$207K | 0.05% | 128 |
|