HAG
HF Advisory Group’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.3M | Sell |
36,203
-1,770
| -5% | -$161K | 1.31% | 19 |
|
|
2025
Q1 | $2.97M | Buy |
37,973
+104
| +0.3% | +$8.14K | 1.3% | 17 |
|
|
2024
Q4 | $2.8M | Buy |
37,869
+492
| +1% | +$36.4K | 1.29% | 20 |
|
|
2024
Q3 | $2.42M | Buy |
37,377
+7,348
| +24% | +$476K | 1.13% | 25 |
|
|
2024
Q2 | $2.21M | Sell |
30,029
-7,261
| -19% | -$535K | 1.14% | 21 |
|
|
2024
Q1 | $2.7M | Buy |
37,290
+6,474
| +21% | +$468K | 1.51% | 10 |
|
|
2023
Q4 | $2.12M | Buy |
30,816
+6,559
| +27% | +$451K | 1.35% | 15 |
|
|
2023
Q3 | $1.37M | Buy |
24,257
+5,303
| +28% | +$299K | 1.01% | 30 |
|
|
2023
Q2 | $1.07M | Buy |
18,954
+7,519
| +66% | +$426K | 0.85% | 43 |
|
|
2023
Q1 | $599K | Buy |
11,435
+2,259
| +25% | +$118K | 0.53% | 68 |
|
|
2022
Q4 | $764K | Buy |
+9,176
| New | +$764K | 0.77% | 50 |
|