Glen Eagle 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 | $19.8K | Hold |
217
| – | – | ﹤0.01% | 552 |
|
|
2025
Q1 | $17K | Hold |
217
| – | – | ﹤0.01% | 563 |
|
|
2024
Q4 | $16.1K | Hold |
217
| – | – | ﹤0.01% | 580 |
|
|
2024
Q3 | $14.1K | Hold |
217
| – | – | ﹤0.01% | 600 |
|
|
2024
Q2 | $16K | Buy |
217
+155
| +250% | +$11.4K | ﹤0.01% | 568 |
|
|
2024
Q1 | $4.49K | Hold |
62
| – | – | ﹤0.01% | 787 |
|
|
2023
Q4 | $4.27K | Sell |
62
-119
| -66% | -$8.19K | ﹤0.01% | 752 |
|
|
2023
Q3 | $9.94K | Hold |
181
| – | – | ﹤0.01% | 631 |
|
|
2023
Q2 | $10.3K | Hold |
181
| – | – | ﹤0.01% | 633 |
|
|
2023
Q1 | $9.48K | Sell |
181
-640
| -78% | -$33.5K | ﹤0.01% | 631 |
|
|
2022
Q4 | $68.4K | Buy |
821
+59
| +8% | +$4.91K | 0.02% | 328 |
|
|
2022
Q3 | $54.8K | Hold |
762
| – | – | 0.02% | 339 |
|
|
2022
Q2 | $48.1K | Hold |
762
| – | – | 0.01% | 374 |
|
|
2022
Q1 | $64.2K | Buy |
762
+700
| +1,129% | +$59K | 0.02% | 340 |
|
|
2021
Q4 | $5.21K | Hold |
62
| – | – | ﹤0.01% | 703 |
|
|
2021
Q3 | $4.52K | Hold |
62
| – | – | ﹤0.01% | 830 |
|
|
2021
Q2 | $4.51K | Hold |
62
| – | – | ﹤0.01% | 827 |
|
|
2021
Q1 | $4.04K | Hold |
62
| – | – | ﹤0.01% | 798 |
|
|
2020
Q4 | $3.29K | Hold |
62
| – | – | ﹤0.01% | 794 |
|
|
2020
Q3 | $2.25K | Hold |
62
| – | – | ﹤0.01% | 791 |
|
|
2020
Q2 | $2.09K | Buy |
+62
| New | +$2.09K | ﹤0.01% | 757 |
|
|
2019
Q2 | – | Sell |
-117
| Closed | -$5K | – | 812 |
|
|
2019
Q1 | $5K | Buy |
117
+36
| +44% | +$1.54K | ﹤0.01% | 585 |
|
|
2018
Q4 | $3.36K | Sell |
81
-69
| -46% | -$2.87K | ﹤0.01% | 590 |
|
|
2018
Q3 | $7.37K | Hold |
150
| – | – | 0.01% | 507 |
|
|
2018
Q2 | $7.67K | Buy |
150
+21
| +16% | +$1.07K | 0.01% | 497 |
|
|
2018
Q1 | $6.74K | Buy |
+129
| New | +$6.74K | 0.01% | 491 |
|