Householder Group Estate & Retirement Specialist’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-102
| Closed | -$6K | – | 1085 |
|
|
2024
Q3 | $6K | Hold |
102
| – | – | ﹤0.01% | 907 |
|
|
2024
Q2 | $7K | Sell |
102
-133
| -57% | -$9.13K | ﹤0.01% | 889 |
|
|
2024
Q1 | $17K | Buy |
235
+1
| +0.4% | +$72 | 0.01% | 703 |
|
|
2023
Q4 | $16K | Sell |
234
-202
| -46% | -$13.8K | 0.01% | 682 |
|
|
2023
Q3 | $23.9K | Buy |
+436
| New | +$23.9K | 0.01% | 597 |
|
|
2023
Q1 | $30K | Buy |
+574
| New | +$30K | 0.01% | 549 |
|
|
2022
Q4 | – | Sell |
-342
| Closed | -$24K | – | 972 |
|
|
2022
Q3 | $24K | Buy |
+342
| New | +$24K | 0.01% | 540 |
|