Hazlett, Burt & Watson’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 | $298K | Buy |
3,296
+2,777
| +535% | +$251K | 0.12% | 157 |
|
|
2025
Q1 | $41K | Buy |
519
+4
| +0.8% | +$316 | 0.02% | 384 |
|
|
2024
Q4 | $38K | Buy |
515
+1
| +0.2% | +$74 | 0.02% | 387 |
|
|
2024
Q3 | $33K | Buy |
+514
| New | +$33K | 0.02% | 409 |
|
|
2024
Q1 | – | Sell |
-108
| Closed | -$7K | – | 733 |
|
|
2023
Q4 | $7K | Sell |
108
-220
| -67% | -$14.3K | ﹤0.01% | 529 |
|
|
2023
Q3 | $18K | Sell |
328
-266
| -45% | -$14.6K | 0.01% | 430 |
|
|
2023
Q2 | $34K | Sell |
594
-59
| -9% | -$3.38K | 0.03% | 352 |
|
|
2023
Q1 | $34K | Buy |
+653
| New | +$34K | 0.03% | 329 |
|