Hoey Investments’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 | $3.56K | Hold |
39
| – | – | ﹤0.01% | 296 |
|
|
2025
Q1 | $3.05K | Hold |
39
| – | – | ﹤0.01% | 274 |
|
|
2024
Q4 | $2.89K | Hold |
39
| – | – | ﹤0.01% | 272 |
|
|
2024
Q3 | $2.87K | Hold |
39
| – | – | ﹤0.01% | 279 |
|
|
2024
Q2 | $2.87K | Sell |
39
-500
| -93% | -$36.8K | ﹤0.01% | 279 |
|
|
2024
Q1 | $39K | Hold |
539
| – | – | 0.01% | 132 |
|
|
2023
Q4 | $37.1K | Sell |
539
-16
| -3% | -$1.1K | 0.01% | 134 |
|
|
2023
Q3 | $30.5K | Sell |
555
-500
| -47% | -$27.5K | 0.01% | 139 |
|
|
2023
Q2 | $59.8K | Hold |
1,055
| – | – | 0.02% | 116 |
|
|
2023
Q1 | $55.3K | Buy |
+1,055
| New | +$55.3K | 0.02% | 123 |
|