Investment House LLC’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 | $1.05M | Buy |
+11,500
| New | +$1.05M | 0.05% | 136 |
|
|
2024
Q3 | – | Sell |
-5,590
| Closed | -$412K | – | 212 |
|
|
2024
Q2 | $412K | Sell |
5,590
-31,540
| -85% | -$2.32M | 0.02% | 167 |
|
|
2024
Q1 | $2.69M | Sell |
37,130
-7,495
| -17% | -$542K | 0.16% | 93 |
|
|
2023
Q4 | $3.07M | Buy |
+44,625
| New | +$3.07M | 0.22% | 81 |
|
|
2023
Q3 | – | Sell |
-23,100
| Closed | -$1.31M | – | 195 |
|
|
2023
Q2 | $1.31M | Buy |
+23,100
| New | +$1.31M | 0.1% | 109 |
|
|
2022
Q2 | – | Sell |
-4,729
| Closed | -$399K | – | 178 |
|
|
2022
Q1 | $399K | Hold |
4,729
| – | – | 0.03% | 143 |
|
|
2021
Q4 | $398K | Buy |
4,729
+100
| +2% | +$8.42K | 0.03% | 150 |
|
|
2021
Q3 | $337K | Buy |
4,629
+300
| +7% | +$21.8K | 0.02% | 157 |
|
|
2021
Q2 | $315K | Hold |
4,329
| – | – | 0.02% | 174 |
|
|
2021
Q1 | $282K | Sell |
4,329
-227
| -5% | -$14.8K | 0.02% | 173 |
|
|
2020
Q4 | $242K | Buy |
+4,556
| New | +$242K | 0.02% | 204 |
|
|
2020
Q3 | – | Sell |
-6,465
| Closed | -$218K | – | 212 |
|
|
2020
Q2 | $218K | Sell |
6,465
-2,377
| -27% | -$80.2K | 0.02% | 180 |
|
|
2020
Q1 | $297K | Sell |
8,842
-296
| -3% | -$9.94K | 0.03% | 142 |
|
|
2019
Q4 | $435K | Sell |
9,138
-2,293
| -20% | -$109K | 0.04% | 160 |
|
|
2019
Q3 | $478K | Buy |
11,431
+226
| +2% | +$9.45K | 0.05% | 144 |
|
|
2019
Q2 | $450K | Buy |
+11,205
| New | +$450K | 0.05% | 144 |
|