Graybill Wealth Management’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 | – | Sell |
-108
| Closed | -$8.45K | – | 155 |
|
|
2025
Q1 | $8.45K | Buy |
+108
| New | +$8.45K | ﹤0.01% | 150 |
|
|
2021
Q3 | – | Sell |
-55,189
| Closed | -$4.02M | – | 53 |
|
|
2021
Q2 | $4.02M | Buy |
55,189
+554
| +1% | +$40.3K | 1.98% | 25 |
|
|
2021
Q1 | $3.56M | Buy |
54,635
+310
| +0.6% | +$20.2K | 1.89% | 28 |
|
|
2020
Q4 | $2.88M | Sell |
54,325
-205
| -0.4% | -$10.9K | 1.63% | 36 |
|
|
2020
Q3 | $1.98M | Buy |
54,530
+35
| +0.1% | +$1.27K | 1.29% | 40 |
|
|
2020
Q2 | $1.84M | Buy |
54,495
+500
| +0.9% | +$16.9K | 1.35% | 38 |
|
|
2020
Q1 | $1.82M | Sell |
53,995
-1,032
| -2% | -$34.7K | 1.6% | 31 |
|
|
2019
Q4 | $2.62M | Buy |
55,027
+327
| +0.6% | +$15.6K | 1.63% | 34 |
|
|
2019
Q3 | $2.29M | Buy |
54,700
+85
| +0.2% | +$3.56K | 1.55% | 34 |
|
|
2019
Q2 | $2.2M | Buy |
54,615
+625
| +1% | +$25.1K | 1.51% | 32 |
|
|
2019
Q1 | $2.31M | Sell |
53,990
-135
| -0.2% | -$5.77K | 1.61% | 34 |
|
|
2018
Q4 | $2.25M | Buy |
+54,125
| New | +$2.25M | 1.87% | 31 |
|