Greenwood Gearhart’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,398
| Closed | -$1.07M | – | 123 |
|
|
2024
Q4 | $1.07M | Sell |
14,398
-148,487
| -91% | -$11M | 0.07% | 68 |
|
|
2024
Q3 | $10.6M | Buy |
162,885
+13,817
| +9% | +$895K | 0.88% | 39 |
|
|
2024
Q2 | $11M | Buy |
149,068
+285
| +0.2% | +$21K | 1.04% | 33 |
|
|
2024
Q1 | $10.8M | Sell |
148,783
-45,848
| -24% | -$3.32M | 1.05% | 37 |
|
|
2023
Q4 | $13.4M | Sell |
194,631
-99,275
| -34% | -$6.83M | 1.43% | 28 |
|
|
2023
Q3 | $16.1M | Buy |
293,906
+8,181
| +3% | +$449K | 1.91% | 13 |
|
|
2023
Q2 | $16.2M | Buy |
285,725
+18,039
| +7% | +$1.02M | 1.89% | 12 |
|
|
2023
Q1 | $14M | Buy |
267,686
+2,807
| +1% | +$147K | 1.78% | 18 |
|
|
2022
Q4 | $22.1M | Buy |
264,879
+3,298
| +1% | +$275K | 3.12% | 6 |
|
|
2022
Q3 | $18.8M | Buy |
261,581
+5,124
| +2% | +$368K | 2.98% | 7 |
|
|
2022
Q2 | $16.2M | Buy |
256,457
+7,223
| +3% | +$456K | 2.58% | 11 |
|
|
2022
Q1 | $21M | Buy |
249,234
+1,495
| +0.6% | +$126K | 2.89% | 8 |
|
|
2021
Q4 | $20.8M | Buy |
247,739
+2,026
| +0.8% | +$170K | 2.87% | 8 |
|
|
2021
Q3 | $17.9M | Buy |
245,713
+8,946
| +4% | +$652K | 2.77% | 8 |
|
|
2021
Q2 | $17.2M | Buy |
236,767
+2,980
| +1% | +$217K | 2.78% | 8 |
|
|
2021
Q1 | $15.2M | Sell |
233,787
-6,577
| -3% | -$429K | 2.71% | 8 |
|
|
2020
Q4 | $12.7M | Sell |
240,364
-3,642
| -1% | -$193K | 2.48% | 13 |
|
|
2020
Q3 | $8.84M | Buy |
244,006
+1,714
| +0.7% | +$62.1K | 2.05% | 19 |
|
|
2020
Q2 | $8.18M | Buy |
242,292
+5,197
| +2% | +$175K | 2.15% | 17 |
|
|
2020
Q1 | $7.97M | Buy |
237,095
+89,305
| +60% | +$3M | 2.6% | 12 |
|
|
2019
Q4 | $7.03M | Buy |
+147,790
| New | +$7.03M | 1.81% | 25 |
|