Integral Investment 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 | $666K | Hold |
7,300
| – | – | 0.19% | 84 |
|
|
2025
Q1 | $571K | Sell |
7,300
-3,005
| -29% | -$235K | 0.18% | 91 |
|
|
2024
Q4 | $763K | Sell |
10,305
-728
| -7% | -$53.9K | 0.25% | 76 |
|
|
2024
Q3 | $715K | Hold |
11,033
| – | – | 0.24% | 76 |
|
|
2024
Q2 | $812K | Hold |
11,033
| – | – | 0.3% | 70 |
|
|
2024
Q1 | $799K | Buy |
11,033
+6,709
| +155% | +$486K | 0.33% | 65 |
|
|
2023
Q4 | $297K | Sell |
4,324
-57
| -1% | -$3.92K | 0.19% | 66 |
|
|
2023
Q3 | $241K | Buy |
4,381
+57
| +1% | +$3.13K | 0.17% | 67 |
|
|
2023
Q2 | $245K | Buy |
4,324
+300
| +7% | +$17K | 0.16% | 66 |
|
|
2023
Q1 | $211K | Buy |
+4,024
| New | +$211K | 0.15% | 73 |
|