HWA
HCR Wealth Advisors’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
13,045
+788
| +6% | +$71.9K | 0.14% | 95 |
|
|
2025
Q1 | $960K | Sell |
12,257
-586
| -5% | -$45.9K | 0.12% | 106 |
|
|
2024
Q4 | $951K | Sell |
12,843
-131
| -1% | -$9.7K | 0.12% | 105 |
|
|
2024
Q3 | $841K | Buy |
12,974
+254
| +2% | +$16.5K | 0.11% | 109 |
|
|
2024
Q2 | $937K | Sell |
12,720
-1,663
| -12% | -$123K | 0.13% | 99 |
|
|
2024
Q1 | $1.04M | Buy |
14,383
+1,561
| +12% | +$113K | 0.16% | 92 |
|
|
2023
Q4 | $882K | Buy |
12,822
+2,974
| +30% | +$205K | 0.14% | 96 |
|
|
2023
Q3 | $541K | Sell |
9,848
-5,489
| -36% | -$301K | 0.12% | 101 |
|
|
2023
Q2 | $869K | Buy |
15,337
+3,483
| +29% | +$197K | 0.16% | 83 |
|
|
2023
Q1 | $621K | Buy |
11,854
+585
| +5% | +$30.6K | 0.12% | 105 |
|
|
2022
Q4 | $938K | Sell |
11,269
-451
| -4% | -$37.6K | 0.2% | 82 |
|
|
2022
Q3 | $842K | Sell |
11,720
-30
| -0.3% | -$2.16K | 0.18% | 84 |
|
|
2022
Q2 | $742K | Sell |
11,750
-547
| -4% | -$34.5K | 0.15% | 94 |
|
|
2022
Q1 | $1.04M | Sell |
12,297
-496
| -4% | -$41.8K | 0.17% | 95 |
|
|
2021
Q4 | $1.08M | Sell |
12,793
-703
| -5% | -$59.1K | 0.17% | 100 |
|
|
2021
Q3 | $983K | Sell |
13,496
-179
| -1% | -$13K | 0.16% | 104 |
|
|
2021
Q2 | $996K | Buy |
13,675
+808
| +6% | +$58.9K | 0.17% | 99 |
|
|
2021
Q1 | $839K | Sell |
12,867
-2,416
| -16% | -$158K | 0.17% | 99 |
|
|
2020
Q4 | $811K | Buy |
15,283
+98
| +0.6% | +$5.2K | 0.17% | 94 |
|
|
2020
Q3 | $564K | Buy |
15,185
+1,012
| +7% | +$37.6K | 0.13% | 97 |
|
|
2020
Q2 | $472K | Buy |
14,173
+513
| +4% | +$17.1K | 0.11% | 101 |
|
|
2020
Q1 | $459K | Buy |
13,660
+155
| +1% | +$5.21K | 0.13% | 92 |
|
|
2019
Q4 | $642K | Sell |
13,505
-4,963
| -27% | -$236K | 0.16% | 89 |
|
|
2019
Q3 | $768K | Buy |
18,468
+6,812
| +58% | +$283K | 0.26% | 73 |
|
|
2019
Q2 | $468K | Buy |
11,656
+4,277
| +58% | +$172K | 0.13% | 101 |
|
|
2019
Q1 | $374K | Sell |
7,379
-27,440
| -79% | -$1.39M | 0.11% | 125 |
|
|
2018
Q4 | $1.45M | Sell |
34,819
-3,405
| -9% | -$141K | 0.47% | 47 |
|
|
2018
Q3 | $1.73M | Buy |
38,224
+1,081
| +3% | +$48.9K | 0.56% | 38 |
|
|
2018
Q2 | $1.9M | Buy |
37,143
+2,744
| +8% | +$140K | 0.62% | 31 |
|
|
2018
Q1 | $1.8M | Sell |
34,399
-1,045
| -3% | -$54.6K | 0.62% | 34 |
|
|
2017
Q4 | $1.82M | Buy |
35,444
+327
| +0.9% | +$16.8K | 0.64% | 34 |
|
|
2017
Q3 | $1.54M | Buy |
35,117
+958
| +3% | +$41.9K | 0.65% | 36 |
|
|
2017
Q2 | $1.47M | Buy |
34,159
+28,326
| +486% | +$1.22M | 0.72% | 33 |
|
|
2017
Q1 | $238K | Buy |
+5,833
| New | +$238K | 0.12% | 129 |
|