Insigneo Advisory Services’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 | $1.39M | Buy |
15,189
+1,578
| +12% | +$144K | 0.12% | 150 |
|
|
2025
Q1 | $1.07M | Buy |
13,611
+3,833
| +39% | +$300K | 0.11% | 163 |
|
|
2024
Q4 | $724K | Sell |
9,778
-917
| -9% | -$67.9K | 0.07% | 209 |
|
|
2024
Q3 | $693K | Buy |
10,695
+55
| +0.5% | +$3.57K | 0.07% | 239 |
|
|
2024
Q2 | $663K | Sell |
10,640
-8,143
| -43% | -$507K | 0.07% | 231 |
|
|
2024
Q1 | $1.36M | Sell |
18,783
-826
| -4% | -$59.8K | 0.16% | 122 |
|
|
2023
Q4 | $1.35M | Buy |
19,609
+5,216
| +36% | +$359K | 0.19% | 109 |
|
|
2023
Q3 | $790K | Sell |
14,393
-773
| -5% | -$42.4K | 0.16% | 130 |
|
|
2023
Q2 | $860K | Buy |
15,166
+3,791
| +33% | +$215K | 0.16% | 129 |
|
|
2023
Q1 | $596K | Buy |
11,375
+7,596
| +201% | +$398K | 0.19% | 111 |
|
|
2022
Q4 | $315K | Buy |
+3,779
| New | +$315K | 0.12% | 183 |
|