Gill Capital Partners’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 | $3.13M | Sell |
34,280
-4,514
| -12% | -$412K | 1.01% | 31 |
|
|
2025
Q1 | $3.04M | Sell |
38,794
-2,999
| -7% | -$235K | 1.05% | 29 |
|
|
2024
Q4 | $3.09M | Sell |
41,793
-3,100
| -7% | -$229K | 1.11% | 26 |
|
|
2024
Q3 | $2.91M | Buy |
44,893
+1
| +0% | +$65 | 1.04% | 27 |
|
|
2024
Q2 | $3.31M | Sell |
44,892
-798
| -2% | -$58.8K | 1.28% | 25 |
|
|
2024
Q1 | $3.38M | Sell |
45,690
-2,000
| -4% | -$148K | 1.36% | 24 |
|
|
2023
Q4 | $3.28M | Sell |
47,690
-2,019
| -4% | -$139K | 1.38% | 24 |
|
|
2023
Q3 | $2.73M | Buy |
49,709
+19
| +0% | +$1.04K | 1.21% | 27 |
|
|
2023
Q2 | $2.82M | Hold |
49,690
| – | – | 1.18% | 30 |
|
|
2023
Q1 | $2.6M | Hold |
49,690
| – | – | 1.16% | 33 |
|
|
2022
Q4 | $4.14M | Sell |
49,690
-325
| -0.6% | -$27.1K | 1.95% | 19 |
|
|
2022
Q3 | $3.6M | Buy |
50,015
+200
| +0.4% | +$14.4K | 1.88% | 20 |
|
|
2022
Q2 | $4.2M | Hold |
49,815
| – | – | 1.85% | 23 |
|
|
2022
Q1 | $4.2M | Sell |
49,815
-2,027
| -4% | -$171K | 1.85% | 23 |
|
|
2021
Q4 | $4.36M | Hold |
51,842
| – | – | 1.93% | 19 |
|
|
2021
Q3 | $3.78M | Hold |
51,842
| – | – | 1.71% | 22 |
|
|
2021
Q2 | $3.78M | Buy |
51,842
+1,759
| +4% | +$128K | 1.77% | 21 |
|
|
2021
Q1 | $3.26M | Sell |
50,083
-4,000
| -7% | -$261K | 1.66% | 19 |
|
|
2020
Q4 | $2.87M | Sell |
54,083
-104
| -0.2% | -$5.52K | 1.71% | 18 |
|
|
2020
Q3 | $1.96M | Sell |
54,187
-20
| -0% | -$725 | 1.27% | 19 |
|
|
2020
Q2 | $1.83M | Hold |
54,207
| – | – | 1.23% | 18 |
|
|
2020
Q1 | $1.82M | Buy |
+54,207
| New | +$1.82M | 1.32% | 18 |
|
|
2018
Q4 | $2.71M | Buy |
+56,207
| New | +$2.71M | 1.9% | 16 |
|