IFA
Index Fund Advisors’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,847
| Closed | -$655K | – | 107 |
|
|
2024
Q4 | $655K | Buy |
8,847
+143
| +2% | +$10.6K | 0.04% | 52 |
|
|
2024
Q3 | $564K | Hold |
8,704
| – | – | 0.03% | 59 |
|
|
2024
Q2 | $641K | Hold |
8,704
| – | – | 0.04% | 50 |
|
|
2024
Q1 | $630K | Buy |
8,704
+958
| +12% | +$69.3K | 0.03% | 48 |
|
|
2023
Q4 | $533K | Buy |
7,746
+512
| +7% | +$35.2K | 0.03% | 51 |
|
|
2023
Q3 | $397K | Sell |
7,234
-50
| -0.7% | -$2.75K | 0.03% | 60 |
|
|
2023
Q2 | $413K | Buy |
7,284
+50
| +0.7% | +$2.83K | 0.03% | 57 |
|
|
2023
Q1 | $379K | Buy |
7,234
+1,371
| +23% | +$71.8K | 0.03% | 62 |
|
|
2022
Q4 | $488K | Buy |
5,863
+619
| +12% | +$51.5K | 0.03% | 46 |
|
|
2022
Q3 | $377K | Hold |
5,244
| – | – | 0.03% | 57 |
|
|
2022
Q2 | $331K | Hold |
5,244
| – | – | 0.03% | 66 |
|
|
2022
Q1 | $442K | Buy |
5,244
+1,030
| +24% | +$86.8K | 0.03% | 60 |
|
|
2021
Q4 | $354K | Buy |
+4,214
| New | +$354K | 0.03% | 73 |
|