Hutchens Investment Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $444K | Sell |
8,650
-57,153
| -87% | -$2.93M | 0.42% | 56 |
|
|
2017
Q3 | $2.88M | Sell |
65,803
-3,305
| -5% | -$145K | 2.61% | 5 |
|
|
2017
Q2 | $2.97M | Hold |
69,108
| – | – | 2.57% | 4 |
|
|
2017
Q1 | $2.82M | Sell |
69,108
-1,995
| -3% | -$81.4K | 2.51% | 5 |
|
|
2016
Q4 | $2.81M | Sell |
71,103
-4,500
| -6% | -$178K | 2.92% | 5 |
|
|
2016
Q3 | $2.39M | Sell |
75,603
-20,000
| -21% | -$631K | 2.25% | 16 |
|
|
2016
Q2 | $2.42M | Buy |
95,603
+23,900
| +33% | +$605K | 2.32% | 15 |
|
|
2016
Q1 | $2.01M | Sell |
71,703
-29,049
| -29% | -$814K | 2.01% | 26 |
|
|
2015
Q4 | $3.32M | Buy |
100,752
+25,451
| +34% | +$838K | 3.25% | 4 |
|
|
2015
Q3 | $2.15M | Buy |
75,301
+401
| +0.5% | +$11.5K | 2.27% | 20 |
|
|
2015
Q2 | $2.45M | Buy |
+74,900
| New | +$2.45M | 2.31% | 16 |
|