Glass Jacobson Investment Advisors’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 | $45.6K | Sell |
500
-116
| -19% | -$10.6K | 0.02% | 299 |
|
|
2025
Q1 | $45.6K | Hold |
616
| – | – | 0.02% | 380 |
|
|
2024
Q4 | $45.6K | Hold |
616
| – | – | 0.02% | 380 |
|
|
2024
Q3 | $39.9K | Buy |
616
+1
| +0.2% | +$65 | 0.01% | 393 |
|
|
2024
Q2 | $45.3K | Hold |
615
| – | – | 0.02% | 354 |
|
|
2024
Q1 | $44.5K | Buy |
615
+16
| +3% | +$1.16K | 0.02% | 365 |
|
|
2023
Q4 | $41.2K | Buy |
599
+268
| +81% | +$18.4K | 0.02% | 350 |
|
|
2023
Q3 | $18.1K | Buy |
331
+1
| +0.3% | +$55 | 0.01% | 433 |
|
|
2023
Q2 | $18.7K | Buy |
+330
| New | +$18.7K | 0.01% | 435 |
|
|
2022
Q4 | $15.2K | Buy |
+183
| New | +$15.2K | 0.01% | 466 |
|