Integrated Advisors Network’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 | $4.53M | Sell |
49,703
-6,654
| -12% | -$607K | 0.2% | 123 |
|
|
2025
Q1 | $4.41M | Buy |
56,357
+41,565
| +281% | +$3.25M | 0.22% | 106 |
|
|
2024
Q4 | $1.09M | Sell |
14,792
-2,171
| -13% | -$161K | 0.05% | 290 |
|
|
2024
Q3 | $1.1M | Sell |
16,963
-40,303
| -70% | -$2.61M | 0.05% | 295 |
|
|
2024
Q2 | $4.22M | Buy |
57,266
+4,514
| +9% | +$333K | 0.22% | 121 |
|
|
2024
Q1 | $3.82M | Buy |
52,752
+17,445
| +49% | +$1.26M | 0.19% | 142 |
|
|
2023
Q4 | $2.43M | Buy |
35,307
+23,428
| +197% | +$1.61M | 0.14% | 181 |
|
|
2023
Q3 | $652K | Sell |
11,879
-347
| -3% | -$19.1K | 0.04% | 354 |
|
|
2023
Q2 | $693K | Buy |
12,226
+1,790
| +17% | +$101K | 0.04% | 359 |
|
|
2023
Q1 | $547K | Sell |
10,436
-4,257
| -29% | -$223K | 0.03% | 405 |
|
|
2022
Q4 | $1.22M | Buy |
14,693
+11,121
| +311% | +$926K | 0.08% | 253 |
|
|
2022
Q3 | $257K | Buy |
3,572
+168
| +5% | +$12.1K | 0.02% | 539 |
|
|
2022
Q2 | $215K | Sell |
3,404
-753
| -18% | -$47.6K | 0.01% | 603 |
|
|
2022
Q1 | $350K | Sell |
4,157
-26
| -0.6% | -$2.19K | 0.02% | 514 |
|
|
2021
Q4 | $352K | Buy |
4,183
+864
| +26% | +$72.7K | 0.02% | 491 |
|
|
2021
Q3 | $242K | Buy |
+3,319
| New | +$242K | 0.02% | 552 |
|
|
2020
Q2 | – | Sell |
-6,354
| Closed | -$214K | – | 461 |
|
|
2020
Q1 | $214K | Buy |
6,354
+298
| +5% | +$10K | 0.04% | 338 |
|
|
2019
Q4 | $288K | Buy |
+6,056
| New | +$288K | 0.04% | 336 |
|