IFG Advisory’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 | $3.06M | Buy |
33,515
+301
| +0.9% | +$27.5K | 0.15% | 170 |
|
|
2025
Q1 | $2.6M | Sell |
33,214
-112
| -0.3% | -$8.77K | 0.14% | 178 |
|
|
2024
Q4 | $2.47M | Sell |
33,326
-47
| -0.1% | -$3.48K | 0.14% | 179 |
|
|
2024
Q3 | $2.16M | Sell |
33,373
-303
| -0.9% | -$19.6K | 0.14% | 191 |
|
|
2024
Q2 | $2.48M | Sell |
33,676
-135
| -0.4% | -$9.95K | 0.16% | 162 |
|
|
2024
Q1 | $2.45M | Sell |
33,811
-68
| -0.2% | -$4.92K | 0.18% | 157 |
|
|
2023
Q4 | $2.33M | Buy |
33,879
+259
| +0.8% | +$17.8K | 0.17% | 155 |
|
|
2023
Q3 | $1.85M | Sell |
33,620
-521
| -2% | -$28.6K | 0.16% | 173 |
|
|
2023
Q2 | $1.94M | Buy |
34,141
+29,382
| +617% | +$1.67M | 0.17% | 172 |
|
|
2023
Q1 | $249K | Sell |
4,759
-1,284
| -21% | -$67.3K | 0.02% | 449 |
|
|
2022
Q4 | $503K | Sell |
6,043
-132
| -2% | -$11K | 0.05% | 307 |
|
|
2022
Q3 | $443K | Buy |
6,175
+144
| +2% | +$10.3K | 0.04% | 339 |
|
|
2022
Q2 | $381K | Sell |
6,031
-1,235
| -17% | -$78K | 0.04% | 332 |
|
|
2022
Q1 | $612K | Sell |
7,266
-9,581
| -57% | -$807K | 0.06% | 276 |
|
|
2021
Q4 | $1.42M | Sell |
16,847
-182
| -1% | -$15.3K | 0.14% | 170 |
|
|
2021
Q3 | $1.24M | Sell |
17,029
-151
| -0.9% | -$11K | 0.13% | 176 |
|
|
2021
Q2 | $1.25M | Sell |
17,180
-848
| -5% | -$61.7K | 0.14% | 173 |
|
|
2021
Q1 | $1.18M | Sell |
18,028
-36
| -0.2% | -$2.35K | 0.15% | 167 |
|
|
2020
Q4 | $958K | Sell |
18,064
-68
| -0.4% | -$3.61K | 0.13% | 176 |
|
|
2020
Q3 | $656K | Buy |
18,132
+194
| +1% | +$7.02K | 0.11% | 201 |
|
|
2020
Q2 | $605K | Buy |
17,938
+9,130
| +104% | +$308K | 0.11% | 200 |
|
|
2020
Q1 | $296K | Buy |
8,808
+776
| +10% | +$26.1K | 0.07% | 266 |
|
|
2019
Q4 | $382K | Buy |
8,032
+24
| +0.3% | +$1.14K | 0.07% | 276 |
|
|
2019
Q3 | $334K | Sell |
8,008
-1,247
| -13% | -$52K | 0.06% | 280 |
|
|
2019
Q2 | $371K | Buy |
9,255
+422
| +5% | +$16.9K | 0.07% | 240 |
|
|
2019
Q1 | $377K | Sell |
8,833
-363
| -4% | -$15.5K | 0.07% | 230 |
|
|
2018
Q4 | $381K | Sell |
9,196
-888
| -9% | -$36.8K | 0.09% | 214 |
|
|
2018
Q3 | $495K | Sell |
10,084
-3
| -0% | -$147 | 0.09% | 209 |
|
|
2018
Q2 | $515K | Buy |
10,087
+1,026
| +11% | +$52.4K | 0.11% | 186 |
|
|
2018
Q1 | $473K | Buy |
9,061
+74
| +0.8% | +$3.86K | 0.11% | 186 |
|
|
2017
Q4 | $461K | Buy |
+8,987
| New | +$461K | 0.1% | 190 |
|