Hantz Financial Services’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 | $122K | Buy |
1,338
+160
| +14% | +$14.6K | ﹤0.01% | 718 |
|
|
2025
Q1 | $92K | Buy |
1,178
+392
| +50% | +$30.6K | ﹤0.01% | 627 |
|
|
2024
Q4 | $58K | Hold |
786
| – | – | ﹤0.01% | 652 |
|
|
2024
Q3 | $51K | Sell |
786
-90
| -10% | -$5.84K | ﹤0.01% | 663 |
|
|
2024
Q2 | $65K | Buy |
876
+89
| +11% | +$6.6K | ﹤0.01% | 641 |
|
|
2024
Q1 | $57K | Sell |
787
-255
| -24% | -$18.5K | ﹤0.01% | 650 |
|
|
2023
Q4 | $72K | Buy |
1,042
+52
| +5% | +$3.59K | ﹤0.01% | 622 |
|
|
2023
Q3 | $54K | Buy |
990
+151
| +18% | +$8.24K | ﹤0.01% | 628 |
|
|
2023
Q2 | $48K | Sell |
839
-242
| -22% | -$13.8K | ﹤0.01% | 631 |
|
|
2023
Q1 | $57K | Buy |
1,081
+368
| +52% | +$19.4K | ﹤0.01% | 610 |
|
|
2022
Q4 | $59K | Sell |
713
-427
| -37% | -$35.3K | ﹤0.01% | 600 |
|
|
2022
Q3 | $82K | Hold |
1,140
| – | – | ﹤0.01% | 566 |
|
|
2022
Q2 | $72K | Sell |
1,140
-8
| -0.7% | -$505 | ﹤0.01% | 571 |
|
|
2022
Q1 | $97K | Sell |
1,148
-525
| -31% | -$44.4K | ﹤0.01% | 571 |
|
|
2021
Q4 | $141K | Sell |
1,673
-165
| -9% | -$13.9K | ﹤0.01% | 527 |
|
|
2021
Q3 | $134K | Sell |
1,838
-25,931
| -93% | -$1.89M | ﹤0.01% | 521 |
|
|
2021
Q2 | $2.02M | Sell |
27,769
-3,987
| -13% | -$290K | 0.07% | 237 |
|
|
2021
Q1 | $2.07M | Sell |
31,756
-23,211
| -42% | -$1.51M | 0.09% | 232 |
|
|
2020
Q4 | $2.92M | Sell |
54,967
-2,724
| -5% | -$144K | 0.13% | 189 |
|
|
2020
Q3 | $2.09M | Buy |
57,691
+13,212
| +30% | +$479K | 0.11% | 202 |
|
|
2020
Q2 | $1.5M | Sell |
44,479
-12,440
| -22% | -$420K | 0.08% | 223 |
|
|
2020
Q1 | $1.91M | Buy |
+56,919
| New | +$1.91M | 0.13% | 189 |
|