GA
GoalVest Advisory’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.92K | Sell |
43
-93
| -68% | -$8.49K | ﹤0.01% | 333 |
|
|
2025
Q1 | $10.6K | Buy |
136
+6
| +5% | +$470 | ﹤0.01% | 265 |
|
|
2024
Q4 | $9.62K | Buy |
+130
| New | +$9.62K | ﹤0.01% | 287 |
|
|
2023
Q2 | – | Sell |
-51
| Closed | -$2.67K | – | 418 |
|
|
2023
Q1 | $2.67K | Sell |
51
-11
| -18% | -$576 | ﹤0.01% | 218 |
|
|
2022
Q4 | $5.16K | Hold |
62
| – | – | ﹤0.01% | 202 |
|
|
2022
Q3 | $4K | Sell |
62
-4,197
| -99% | -$271K | ﹤0.01% | 215 |
|
|
2022
Q2 | $270K | Buy |
4,259
+41
| +1% | +$2.6K | 0.17% | 108 |
|
|
2022
Q1 | $356K | Buy |
+4,218
| New | +$356K | 0.2% | 97 |
|
|
2021
Q2 | $280K | Buy |
3,840
+272
| +8% | +$19.8K | 0.17% | 111 |
|
|
2021
Q1 | $233K | Buy |
+3,568
| New | +$233K | 0.17% | 101 |
|