Inspire Investing’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-23,666
| Closed | -$1.63M | – | 860 |
|
|
2023
Q4 | $1.63M | Sell |
23,666
-325
| -1% | -$22.4K | 0.18% | 139 |
|
|
2023
Q3 | $1.32M | Buy |
23,991
+6,831
| +40% | +$375K | 0.17% | 158 |
|
|
2023
Q2 | $973K | Buy |
17,160
+9,894
| +136% | +$561K | 0.12% | 194 |
|
|
2023
Q1 | $381K | Buy |
7,266
+3,158
| +77% | +$165K | 0.05% | 285 |
|
|
2022
Q4 | $342K | Buy |
4,108
+60
| +1% | +$5K | 0.04% | 286 |
|
|
2022
Q3 | $291K | Buy |
+4,048
| New | +$291K | 0.04% | 273 |
|