Intrepid Financial Planning Group’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 | $575K | Hold |
6,302
| – | – | 0.24% | 64 |
|
|
2025
Q1 | $493K | Sell |
6,302
-270
| -4% | -$21.1K | 0.23% | 67 |
|
|
2024
Q4 | $486K | Hold |
6,572
| – | – | 0.21% | 73 |
|
|
2024
Q3 | $426K | Buy |
6,572
+3,005
| +84% | +$195K | 0.18% | 79 |
|
|
2024
Q2 | $263K | Hold |
3,567
| – | – | 0.11% | 101 |
|
|
2024
Q1 | $258K | Hold |
3,567
| – | – | 0.11% | 107 |
|
|
2023
Q4 | $245K | Sell |
3,567
-183
| -5% | -$12.6K | 0.12% | 105 |
|
|
2023
Q3 | $206K | Buy |
+3,750
| New | +$206K | 0.11% | 104 |
|