Hara Capital’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 | $281K | Sell |
3,078
-5,249
| -63% | -$479K | 0.17% | 109 |
|
|
2025
Q1 | $652K | Sell |
8,327
-9,757
| -54% | -$764K | 0.44% | 54 |
|
|
2024
Q4 | $1.34M | Buy |
18,084
+8,472
| +88% | +$627K | 0.43% | 56 |
|
|
2024
Q3 | $623K | Buy |
9,612
+2,480
| +35% | +$161K | 0.39% | 55 |
|
|
2024
Q2 | $526K | Hold |
7,132
| – | – | 0.34% | 72 |
|
|
2024
Q1 | $516K | Buy |
7,132
+400
| +6% | +$28.9K | 0.31% | 77 |
|
|
2023
Q4 | $463K | Buy |
+6,732
| New | +$463K | 0.33% | 73 |
|