IndexIQ Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $5.27M | Sell |
62,550
-7,537
| -11% | -$635K | 0.19% | 102 |
|
|
2021
Q4 | $5.89M | Buy |
70,087
+175
| +0.3% | +$14.7K | 0.2% | 86 |
|
|
2021
Q3 | $5.09M | Buy |
69,912
+667
| +1% | +$48.6K | 0.17% | 102 |
|
|
2021
Q2 | $5.04M | Sell |
69,245
-2,033
| -3% | -$148K | 0.17% | 96 |
|
|
2021
Q1 | $4.65M | Buy |
71,278
+46,744
| +191% | +$3.05M | 0.16% | 97 |
|
|
2020
Q4 | $1.3M | Buy |
+24,534
| New | +$1.3M | 0.05% | 214 |
|