Inspire Advisors’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 | – | Sell |
-11,576
| Closed | -$906K | – | 552 |
|
|
2025
Q1 | $906K | Sell |
11,576
-8,232
| -42% | -$644K | 0.1% | 130 |
|
|
2024
Q4 | $1.47M | Buy |
19,808
+678
| +4% | +$50.2K | 0.18% | 85 |
|
|
2024
Q3 | $1.24M | Buy |
19,130
+452
| +2% | +$29.3K | 0.15% | 100 |
|
|
2024
Q2 | $1.38M | Buy |
18,678
+31
| +0.2% | +$2.28K | 0.18% | 78 |
|
|
2024
Q1 | $1.35M | Buy |
18,647
+1,316
| +8% | +$95.2K | 0.19% | 46 |
|
|
2023
Q4 | $1.19M | Buy |
17,331
+7,201
| +71% | +$495K | 0.18% | 52 |
|
|
2023
Q3 | $556K | Buy |
10,130
+1,732
| +21% | +$95.1K | 0.1% | 121 |
|
|
2023
Q2 | $476K | Buy |
+8,398
| New | +$476K | 0.09% | 100 |
|
|
2021
Q1 | – | Sell |
-108
| Closed | -$6K | – | 603 |
|
|
2020
Q4 | $6K | Buy |
+108
| New | +$6K | ﹤0.01% | 586 |
|