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Hartford Financial Management’s Charles Schwab SCHW Stock Holding History

Hartford Financial Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$159K Sell
1,742
-58
-3% -$5.29K 0.04% 135
2025
Q1 		$141K Hold
1,800
– – 0.03% 165
2024
Q4 		$133K Hold
1,800
– – 0.03% 168
2024
Q3 		$117K Hold
1,800
– – 0.02% 178
2024
Q2 		$133K Hold
1,800
– – 0.03% 166
2024
Q1 		$130K Hold
1,800
– – 0.03% 171
2023
Q4 		$124K Hold
1,800
– – 0.03% 175
2023
Q3 		$98.8K Hold
1,800
– – 0.03% 184
2023
Q2 		$102K Hold
1,800
– – 0.03% 184
2023
Q1 		$94.3K Hold
1,800
– – 0.02% 181
2022
Q4 		$150K Hold
1,800
– – 0.04% 163
2022
Q3 		$129K Hold
1,800
– – 0.04% 164
2022
Q2 		$114K Hold
1,800
– – 0.03% 170
2022
Q1 		$152K Hold
1,800
– – 0.04% 162
2021
Q4 		$151K Sell
1,800
-42
-2% -$3.52K 0.04% 160
2021
Q3 		$134K Buy
1,842
+42
+2% +$3.06K 0.03% 161
2021
Q2 		$131K Hold
1,800
– – 0.03% 163
2021
Q1 		$117K Hold
1,800
– – 0.03% 164
2020
Q4 		$95K Hold
1,800
– – 0.03% 175
2020
Q3 		$65K Hold
1,800
– – 0.02% 176
2020
Q2 		$61K Hold
1,800
– – 0.02% 183
2020
Q1 		$61K Hold
1,800
– – 0.02% 175
2019
Q4 		$86K Hold
1,800
– – 0.03% 187
2019
Q3 		$75K Hold
1,800
– – 0.03% 192
2019
Q2 		$72K Hold
1,800
– – 0.02% 195
2019
Q1 		$77K Sell
1,800
-150
-8% -$6.42K 0.03% 192
2018
Q4 		$81K Sell
1,950
-277
-12% -$11.5K 0.03% 188
2018
Q3 		$109K Buy
2,227
+150
+7% +$7.34K 0.04% 189
2018
Q2 		$106K Hold
2,077
– – 0.04% 189
2018
Q1 		$108K Hold
2,077
– – 0.05% 154
2017
Q4 		$106K Hold
2,077
– – 0.05% 155
2017
Q3 		$90K Hold
2,077
– – 0.05% 161
2017
Q2 		$89K Hold
2,077
– – 0.04% 169
2017
Q1 		$84K Hold
2,077
– – 0.05% 158
2016
Q4 		$82K Hold
2,077
– – 0.05% 144
2016
Q3 		$65K Hold
2,077
– – 0.04% 161
2016
Q2 		$52K Hold
2,077
– – 0.03% 152
2016
Q1 		$58K Hold
2,077
– – 0.04% 148
2015
Q4 		$68K Hold
2,077
– – 0.04% 147
2015
Q3 		$59K Hold
2,077
– – 0.04% 149
2015
Q2 		$67K Buy
+2,077
New +$67K 0.04% 152
2015
Q1 		– Sell
-2,077
Closed -$62K – 200
2014
Q4 		$62K Hold
2,077
– – 0.04% 140
2014
Q3 		$61K Hold
2,077
– – 0.04% 155
2014
Q2 		$55K Hold
2,077
– – 0.03% 150
2014
Q1 		$56K Hold
2,077
– – 0.04% 145
2013
Q4 		$54K Sell
2,077
-1,000
-32% -$26K 0.04% 146
2013
Q3 		$65K Sell
3,077
-1,000
-25% -$21.1K 0.04% 153
2013
Q2 		$87K Buy
+4,077
New +$87K 0.06% 139