HHM Wealth 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 | $392K | Sell |
4,301
-915
| -18% | -$83.5K | 0.05% | 131 |
|
|
2025
Q1 | $408K | Buy |
5,216
+336
| +7% | +$26.3K | 0.06% | 122 |
|
|
2024
Q4 | $361K | Buy |
4,880
+2,000
| +69% | +$148K | 0.05% | 131 |
|
|
2024
Q3 | $187K | Sell |
2,880
-15
| -0.5% | -$972 | 0.03% | 178 |
|
|
2024
Q2 | $213K | Sell |
2,895
-238
| -8% | -$17.5K | 0.03% | 163 |
|
|
2024
Q1 | $227K | Buy |
3,133
+200
| +7% | +$14.5K | 0.04% | 137 |
|
|
2023
Q4 | $202K | Hold |
2,933
| – | – | 0.04% | 139 |
|
|
2023
Q3 | $161K | Buy |
2,933
+33
| +1% | +$1.81K | 0.03% | 147 |
|
|
2023
Q2 | $164K | Buy |
2,900
+220
| +8% | +$12.5K | 0.03% | 153 |
|
|
2023
Q1 | $140K | Buy |
2,680
+1,920
| +253% | +$101K | 0.03% | 166 |
|
|
2022
Q4 | $63.3K | Hold |
760
| – | – | 0.01% | 218 |
|
|
2022
Q3 | $55K | Hold |
760
| – | – | 0.01% | 222 |
|
|
2022
Q2 | $48K | Buy |
760
+60
| +9% | +$3.79K | 0.01% | 286 |
|
|
2022
Q1 | $59K | Buy |
+700
| New | +$59K | 0.01% | 286 |
|