Hutchens & Kramer Investment Management Group’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 | $972K | Sell |
10,660
-11
| -0.1% | -$1K | 0.45% | 46 |
|
|
2025
Q1 | $835K | Sell |
10,671
-470
| -4% | -$36.8K | 0.46% | 42 |
|
|
2024
Q4 | $825K | Sell |
11,141
-948
| -8% | -$70.2K | 0.45% | 44 |
|
|
2024
Q3 | $773K | Sell |
12,089
-1,661
| -12% | -$106K | 0.43% | 49 |
|
|
2024
Q2 | $1.01M | Buy |
13,750
+12
| +0.1% | +$881 | 0.56% | 35 |
|
|
2024
Q1 | $994K | Sell |
13,738
-916
| -6% | -$66.3K | 0.59% | 35 |
|
|
2023
Q4 | $1.01M | Sell |
14,654
-1,848
| -11% | -$127K | 0.71% | 28 |
|
|
2023
Q3 | $884K | Sell |
16,502
-618
| -4% | -$33.1K | 0.7% | 33 |
|
|
2023
Q2 | $970K | Sell |
17,120
-3,537
| -17% | -$200K | 0.78% | 30 |
|
|
2023
Q1 | $1.08M | Sell |
20,657
-18,167
| -47% | -$952K | 0.93% | 34 |
|
|
2022
Q4 | $3.23M | Sell |
38,824
-1,691
| -4% | -$141K | 2.37% | 10 |
|
|
2022
Q3 | $2.97M | Buy |
40,515
+6,789
| +20% | +$497K | 2.42% | 8 |
|
|
2022
Q2 | $2.16M | Buy |
33,726
+354
| +1% | +$22.6K | 1.59% | 17 |
|
|
2022
Q1 | $2.79M | Hold |
33,372
| – | – | 1.55% | 17 |
|
|
2021
Q4 | $3.08M | Buy |
+33,372
| New | +$3.08M | 1.94% | 13 |
|