Harel Insurance Investments & 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 | $153K | Buy |
+1,672
| New | +$153K | ﹤0.01% | 291 |
|
|
2023
Q3 | – | Sell |
-3,880
| Closed | -$222K | – | 763 |
|
|
2023
Q2 | $222K | Buy |
+3,880
| New | +$222K | 0.01% | 302 |
|
|
2023
Q1 | – | Sell |
-3,660
| Closed | -$302K | – | 735 |
|
|
2022
Q4 | $302K | Hold |
3,660
| – | – | 0.01% | 249 |
|
|
2022
Q3 | $266K | Buy |
+3,660
| New | +$266K | 0.01% | 274 |
|
|
2021
Q3 | – | Sell |
-20,936
| Closed | -$4.97M | – | 781 |
|
|
2021
Q2 | $4.97M | Buy |
20,936
+15,981
| +323% | +$3.79M | 0.11% | 90 |
|
|
2021
Q1 | $1.08M | Sell |
4,955
-3,811
| -43% | -$830K | 0.02% | 344 |
|
|
2020
Q4 | $1.32M | Buy |
8,766
+1,323
| +18% | +$200K | 0.03% | 249 |
|
|
2020
Q3 | $270K | Buy |
7,443
+4,929
| +196% | +$179K | 0.01% | 259 |
|
|
2020
Q2 | $85K | Sell |
2,514
-1,323
| -34% | -$44.7K | ﹤0.01% | 344 |
|
|
2020
Q1 | $129K | Sell |
3,837
-6,697
| -64% | -$225K | 0.01% | 193 |
|
|
2019
Q4 | $501K | Buy |
10,534
+9,211
| +696% | +$438K | 0.02% | 126 |
|
|
2019
Q3 | $55K | Sell |
1,323
-5,565
| -81% | -$231K | ﹤0.01% | 295 |
|
|
2019
Q2 | $277K | Sell |
6,888
-3,753
| -35% | -$151K | 0.01% | 167 |
|
|
2019
Q1 | $455K | Buy |
10,641
+641
| +6% | +$27.4K | 0.03% | 82 |
|
|
2018
Q4 | $415K | Buy |
+10,000
| New | +$415K | 0.03% | 118 |
|