GPM Growth Investors’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 | $3.02M | Sell |
33,069
-811
| -2% | -$74K | 1.2% | 28 |
|
|
2025
Q1 | $2.65M | Sell |
33,880
-82
| -0.2% | -$6.42K | 1.16% | 28 |
|
|
2024
Q4 | $2.51M | Sell |
33,962
-1,881
| -5% | -$139K | 1.06% | 33 |
|
|
2024
Q3 | $2.32M | Sell |
35,843
-10,103
| -22% | -$655K | 0.97% | 35 |
|
|
2024
Q2 | $3.39M | Buy |
+45,946
| New | +$3.39M | 1.44% | 29 |
|
|
2023
Q4 | $3.19M | Sell |
46,419
-311
| -0.7% | -$21.4K | 1.5% | 29 |
|
|
2023
Q3 | $2.57M | Sell |
46,730
-928
| -2% | -$50.9K | 1.34% | 29 |
|
|
2023
Q2 | $2.7M | Sell |
47,658
-207
| -0.4% | -$11.7K | 1.42% | 28 |
|
|
2023
Q1 | $2.51M | Sell |
47,865
-62,386
| -57% | -$3.27M | 1.45% | 26 |
|
|
2022
Q4 | $9.18M | Sell |
110,251
-130
| -0.1% | -$10.8K | 5.57% | 4 |
|
|
2022
Q3 | $7.93M | Buy |
110,381
+589
| +0.5% | +$42.3K | 5.29% | 5 |
|
|
2022
Q2 | $6.94M | Buy |
109,792
+360
| +0.3% | +$22.7K | 4.52% | 6 |
|
|
2022
Q1 | $9.23M | Buy |
109,432
+659
| +0.6% | +$55.6K | 5.08% | 5 |
|
|
2021
Q4 | $9.15M | Sell |
108,773
-700
| -0.6% | -$58.9K | 4.55% | 6 |
|
|
2021
Q3 | $7.97M | Buy |
109,473
+1,090
| +1% | +$79.4K | 4.2% | 6 |
|
|
2021
Q2 | $7.89M | Buy |
108,383
+3,939
| +4% | +$287K | 4.15% | 8 |
|
|
2021
Q1 | $6.81M | Buy |
104,444
+34,808
| +50% | +$2.27M | 3.89% | 8 |
|
|
2020
Q4 | $3.69M | Buy |
+69,636
| New | +$3.69M | 2.27% | 17 |
|