Intersect Capital’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $283K | Buy |
4,481
+300
| +7% | +$18.9K | 0.09% | 246 |
|
|
2022
Q1 | $352K | Buy |
4,181
+1,127
| +37% | +$94.9K | 0.07% | 281 |
|
|
2021
Q4 | $257K | Buy |
3,054
+247
| +9% | +$20.8K | 0.05% | 343 |
|
|
2021
Q3 | $204K | Buy |
+2,807
| New | +$204K | 0.03% | 372 |
|
|
2015
Q1 | – | Sell |
-2,012
| Closed | -$61K | – | 476 |
|
|
2014
Q4 | $61K | Buy |
+2,012
| New | +$61K | 0.05% | 163 |
|