H&H Retirement Design & 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 | $1.11M | Buy |
11,536
+299
| +3% | +$28.8K | 0.61% | 38 |
|
|
2025
Q1 | $842K | Hold |
11,237
| – | – | 0.56% | 38 |
|
|
2024
Q4 | $904K | Sell |
11,237
-999
| -8% | -$80.4K | 0.55% | 41 |
|
|
2024
Q3 | $881K | Sell |
12,236
-199
| -2% | -$14.3K | 0.52% | 44 |
|
|
2024
Q2 | $805K | Buy |
12,435
+341
| +3% | +$22.1K | 0.5% | 46 |
|
|
2024
Q1 | $898K | Buy |
+12,094
| New | +$898K | 0.59% | 37 |
|
|
2023
Q4 | – | Sell |
-8,000
| Closed | -$411K | – | 68 |
|
|
2023
Q3 | $411K | Hold |
8,000
| – | – | 0.28% | 39 |
|
|
2023
Q2 | $479K | Buy |
8,000
+4,000
| +100% | +$240K | 0.32% | 36 |
|
|
2023
Q1 | $206K | Buy |
+4,000
| New | +$206K | 0.13% | 51 |
|