HC Financial Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $29K | Hold |
457
| – | – | 0.02% | 158 |
|
|
2022
Q1 | $38K | Buy |
457
+1
| +0.2% | +$83 | 0.02% | 150 |
|
|
2021
Q4 | $38K | Hold |
456
| – | – | 0.02% | 157 |
|
|
2021
Q3 | $33K | Buy |
456
+1
| +0.2% | +$72 | 0.02% | 158 |
|
|
2021
Q2 | $33K | Hold |
455
| – | – | 0.02% | 157 |
|
|
2021
Q1 | $30K | Hold |
455
| – | – | 0.02% | 166 |
|
|
2020
Q4 | $24K | Buy |
455
+1
| +0.2% | +$53 | 0.02% | 186 |
|
|
2020
Q3 | $16K | Buy |
454
+1
| +0.2% | +$35 | 0.01% | 201 |
|
|
2020
Q2 | $15K | Buy |
453
+1
| +0.2% | +$33 | 0.01% | 200 |
|
|
2020
Q1 | $15K | Buy |
+452
| New | +$15K | 0.01% | 197 |
|