Goodman Financial’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 | $18.5M | Sell |
202,380
-3,066
| -1% | -$280K | 3.71% | 5 |
|
|
2025
Q1 | $16.1M | Sell |
205,446
-2,600
| -1% | -$204K | 3.47% | 5 |
|
|
2024
Q4 | $15.4M | Sell |
208,046
-942
| -0.5% | -$69.7K | 3.29% | 7 |
|
|
2024
Q3 | $13.5M | Buy |
208,988
+4,026
| +2% | +$261K | 3.03% | 16 |
|
|
2024
Q2 | $15.1M | Buy |
204,962
+3,603
| +2% | +$266K | 3.36% | 7 |
|
|
2024
Q1 | $14.6M | Buy |
201,359
+9,884
| +5% | +$715K | 3.33% | 11 |
|
|
2023
Q4 | $13.2M | Buy |
191,475
+1,628
| +0.9% | +$112K | 3.54% | 8 |
|
|
2023
Q3 | $10.4M | Buy |
189,847
+3,472
| +2% | +$191K | 3.05% | 19 |
|
|
2023
Q2 | $10.6M | Buy |
186,375
+4,525
| +2% | +$256K | 2.93% | 19 |
|
|
2023
Q1 | $9.53M | Buy |
+181,850
| New | +$9.53M | 2.77% | 23 |
|