Horizon Financial Services’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 | $19.5K | Hold |
214
| – | – | 0.01% | 117 |
|
|
2025
Q1 | $16.8K | Buy |
214
+101
| +89% | +$7.91K | 0.01% | 106 |
|
|
2024
Q4 | $8.36K | Hold |
113
| – | – | ﹤0.01% | 126 |
|
|
2024
Q3 | $7.32K | Hold |
113
| – | – | ﹤0.01% | 137 |
|
|
2024
Q2 | $8.33K | Hold |
113
| – | – | 0.01% | 134 |
|
|
2024
Q1 | $8.17K | Buy |
+113
| New | +$8.17K | 0.01% | 135 |
|