Hixon Zuercher’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 | $4.63M | Sell |
50,707
-17
| -0% | -$1.55K | 1.49% | 27 |
|
|
2025
Q1 | $3.97M | Buy |
50,724
+723
| +1% | +$56.6K | 1.4% | 29 |
|
|
2024
Q4 | $3.7M | Buy |
50,001
+567
| +1% | +$42K | 1.42% | 29 |
|
|
2024
Q3 | $3.2M | Buy |
49,434
+626
| +1% | +$40.6K | 1.26% | 33 |
|
|
2024
Q2 | $3.6M | Sell |
48,808
-6,530
| -12% | -$481K | 1.52% | 29 |
|
|
2024
Q1 | $4M | Buy |
55,338
+1,257
| +2% | +$90.9K | 1.69% | 27 |
|
|
2023
Q4 | $3.72M | Buy |
54,081
+1,229
| +2% | +$84.6K | 1.73% | 28 |
|
|
2023
Q3 | $2.9M | Buy |
52,852
+876
| +2% | +$48.1K | 1.52% | 29 |
|
|
2023
Q2 | $2.95M | Buy |
+51,976
| New | +$2.95M | 1.48% | 29 |
|
|
2020
Q1 | – | Sell |
-32,503
| Closed | -$1.55M | – | 54 |
|
|
2019
Q4 | $1.55M | Buy |
+32,503
| New | +$1.55M | 1.47% | 32 |
|