Howard 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 | $1.46M | Buy |
16,000
+17
| +0.1% | +$1.55K | 0.19% | 53 |
|
|
2025
Q1 | $1.25M | Buy |
15,983
+119
| +0.8% | +$9.32K | 0.17% | 56 |
|
|
2024
Q4 | $1.17M | Buy |
15,864
+83
| +0.5% | +$6.14K | 0.16% | 58 |
|
|
2024
Q3 | $1.02M | Buy |
15,781
+1,672
| +12% | +$108K | 0.15% | 59 |
|
|
2024
Q2 | $1.04M | Sell |
14,109
-976
| -6% | -$71.9K | 0.17% | 55 |
|
|
2024
Q1 | $1.09M | Buy |
15,085
+19
| +0.1% | +$1.37K | 0.19% | 55 |
|
|
2023
Q4 | $1.04M | Buy |
15,066
+74
| +0.5% | +$5.09K | 0.2% | 53 |
|
|
2023
Q3 | $823K | Sell |
14,992
-1,251
| -8% | -$68.7K | 0.19% | 58 |
|
|
2023
Q2 | $921K | Buy |
16,243
+3,332
| +26% | +$189K | 0.22% | 50 |
|
|
2023
Q1 | $676K | Buy |
+12,911
| New | +$676K | 0.16% | 56 |
|
|
2020
Q1 | – | Sell |
-9,501
| Closed | -$452K | – | 124 |
|
|
2019
Q4 | $452K | Buy |
9,501
+2,503
| +36% | +$119K | 0.28% | 54 |
|
|
2019
Q3 | $293K | Buy |
+6,998
| New | +$293K | 0.19% | 67 |
|