Herold Advisors’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 | $726K | Sell |
7,955
-2,683
| -25% | -$245K | 0.15% | 146 |
|
|
2025
Q1 | $833K | Sell |
10,638
-1,959
| -16% | -$153K | 0.18% | 131 |
|
|
2024
Q4 | $932K | Buy |
12,597
+138
| +1% | +$10.2K | 0.2% | 129 |
|
|
2024
Q3 | $807K | Sell |
12,459
-4,395
| -26% | -$285K | 0.18% | 148 |
|
|
2024
Q2 | $1.24M | Buy |
16,854
+1,024
| +6% | +$75.5K | 0.29% | 103 |
|
|
2024
Q1 | $1.15M | Buy |
+15,830
| New | +$1.15M | 0.28% | 109 |
|