Gould Capital’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 | $54.7K | Hold |
600
| – | – | 0.04% | 79 |
|
|
2025
Q1 | $47K | Hold |
600
| – | – | 0.03% | 80 |
|
|
2024
Q4 | $44.4K | Hold |
600
| – | – | 0.03% | 84 |
|
|
2024
Q3 | $38.9K | Hold |
600
| – | – | 0.03% | 88 |
|
|
2024
Q2 | $44.2K | Hold |
600
| – | – | 0.03% | 85 |
|
|
2024
Q1 | $43.4K | Sell |
600
-200
| -25% | -$14.5K | 0.03% | 87 |
|
|
2023
Q4 | $55K | Hold |
800
| – | – | 0.04% | 78 |
|
|
2023
Q3 | $42.8K | Hold |
800
| – | – | 0.03% | 83 |
|
|
2023
Q2 | $45.3K | Hold |
800
| – | – | 0.03% | 85 |
|
|
2023
Q1 | $41.9K | Buy |
800
+200
| +33% | +$10.5K | 0.03% | 83 |
|
|
2022
Q4 | $50K | Hold |
600
| – | – | 0.04% | 79 |
|
|
2022
Q3 | $43K | Hold |
600
| – | – | 0.04% | 75 |
|
|
2022
Q2 | $38K | Hold |
600
| – | – | 0.03% | 87 |
|
|
2022
Q1 | $51K | Hold |
600
| – | – | 0.04% | 76 |
|
|
2021
Q4 | $50K | Buy |
+600
| New | +$50K | 0.04% | 85 |
|