Investment Advisory Services’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 | $2.31M | Sell |
25,286
-110
| -0.4% | -$10K | 0.77% | 32 |
|
|
2025
Q1 | $1.99M | Sell |
25,396
-441
| -2% | -$34.5K | 0.72% | 35 |
|
|
2024
Q4 | $1.91M | Sell |
25,837
-567
| -2% | -$42K | 0.67% | 35 |
|
|
2024
Q3 | $1.71M | Sell |
26,404
-286
| -1% | -$18.5K | 0.6% | 38 |
|
|
2024
Q2 | $1.97M | Sell |
26,690
-2,100
| -7% | -$155K | 0.72% | 34 |
|
|
2024
Q1 | $2.08M | Sell |
28,790
-489
| -2% | -$35.4K | 0.76% | 32 |
|
|
2023
Q4 | $2.01M | Sell |
29,279
-1,121
| -4% | -$77.1K | 0.79% | 32 |
|
|
2023
Q3 | $1.67M | Sell |
30,400
-475
| -2% | -$26.1K | 0.72% | 34 |
|
|
2023
Q2 | $1.75M | Sell |
30,875
-1,679
| -5% | -$95.2K | 0.74% | 33 |
|
|
2023
Q1 | $1.69M | Sell |
32,554
-88
| -0.3% | -$4.57K | 0.83% | 31 |
|
|
2022
Q4 | $2.72M | Buy |
32,642
+164
| +0.5% | +$13.7K | 1.4% | 16 |
|
|
2022
Q3 | $2.33M | Buy |
32,478
+161
| +0.5% | +$11.6K | 1.39% | 18 |
|
|
2022
Q2 | $2.04M | Sell |
32,317
-200
| -0.6% | -$12.6K | 1.18% | 22 |
|
|
2022
Q1 | $2.74M | Buy |
32,517
+132
| +0.4% | +$11.1K | 1.53% | 14 |
|
|
2021
Q4 | $2.72M | Buy |
32,385
+27
| +0.1% | +$2.27K | 1.49% | 17 |
|
|
2021
Q3 | $2.36M | Sell |
32,358
-236
| -0.7% | -$17.2K | 1.44% | 18 |
|
|
2021
Q2 | $2.37M | Buy |
+32,594
| New | +$2.37M | 1.46% | 16 |
|
|
2020
Q4 | $1.7M | Sell |
32,135
-132
| -0.4% | -$7K | 1.19% | 23 |
|
|
2020
Q3 | $1.17M | Buy |
32,267
+414
| +1% | +$15K | 0.92% | 35 |
|
|
2020
Q2 | $1.08M | Sell |
31,853
-2,086
| -6% | -$70.4K | 0.92% | 33 |
|
|
2020
Q1 | $1.14M | Buy |
33,939
+1,884
| +6% | +$63.3K | 1.22% | 24 |
|
|
2019
Q4 | $1.53M | Buy |
+32,055
| New | +$1.53M | 1.37% | 24 |
|