Gleason Group’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 | $17.7K | Buy |
194
+1
| +0.5% | +$91 | ﹤0.01% | 149 |
|
|
2025
Q1 | $15.1K | Buy |
193
+1
| +0.5% | +$78 | ﹤0.01% | 152 |
|
|
2024
Q4 | $14.2K | Hold |
192
| – | – | ﹤0.01% | 155 |
|
|
2024
Q3 | $12.4K | Buy |
192
+1
| +0.5% | +$65 | ﹤0.01% | 158 |
|
|
2024
Q2 | $14.1K | Buy |
191
+1
| +0.5% | +$74 | ﹤0.01% | 175 |
|
|
2024
Q1 | $13.8K | Hold |
190
| – | – | ﹤0.01% | 161 |
|
|
2023
Q4 | $13K | Buy |
190
+1
| +0.5% | +$69 | ﹤0.01% | 169 |
|
|
2023
Q3 | $10.4K | Buy |
189
+1
| +0.5% | +$55 | ﹤0.01% | 184 |
|
|
2023
Q2 | $10.6K | Buy |
188
+1
| +0.5% | +$57 | ﹤0.01% | 182 |
|
|
2023
Q1 | $9.8K | Buy |
+187
| New | +$9.8K | ﹤0.01% | 176 |
|