Investment Research & Advisory 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 | $6.03M | Buy |
66,078
+896
| +1% | +$81.8K | 2.25% | 11 |
|
|
2025
Q1 | $5.1M | Buy |
65,182
+1,251
| +2% | +$97.9K | 2.13% | 12 |
|
|
2024
Q4 | $4.73M | Sell |
63,931
-405
| -0.6% | -$30K | 1.96% | 14 |
|
|
2024
Q3 | $4.17M | Buy |
64,336
+2,385
| +4% | +$155K | 1.76% | 15 |
|
|
2024
Q2 | $4.57M | Sell |
61,951
-299
| -0.5% | -$22K | 2.02% | 12 |
|
|
2024
Q1 | $4.5M | Buy |
62,250
+3,271
| +6% | +$237K | 2.07% | 12 |
|
|
2023
Q4 | $4.06M | Buy |
58,979
+607
| +1% | +$41.8K | 2.07% | 11 |
|
|
2023
Q3 | $3.2M | Buy |
58,372
+6,321
| +12% | +$347K | 1.82% | 13 |
|
|
2023
Q2 | $2.95M | Buy |
52,051
+776
| +2% | +$44K | 1.71% | 14 |
|
|
2023
Q1 | $2.69M | Sell |
51,275
-69
| -0.1% | -$3.61K | 1.72% | 16 |
|
|
2022
Q4 | $4.27M | Sell |
51,344
-357
| -0.7% | -$29.7K | 2.81% | 5 |
|
|
2022
Q3 | $3.72M | Buy |
51,701
+2,128
| +4% | +$153K | 2.78% | 7 |
|
|
2022
Q2 | $3.13M | Buy |
49,573
+1,855
| +4% | +$117K | 2.27% | 11 |
|
|
2022
Q1 | $4.02M | Sell |
47,718
-29
| -0.1% | -$2.45K | 2.52% | 7 |
|
|
2021
Q4 | $4.02M | Sell |
47,747
-582
| -1% | -$49K | 2.44% | 9 |
|
|
2021
Q3 | $3.54M | Buy |
48,329
+420
| +0.9% | +$30.8K | 2.33% | 12 |
|
|
2021
Q2 | $3.49M | Sell |
47,909
-256
| -0.5% | -$18.6K | 2.3% | 12 |
|
|
2021
Q1 | $3.14M | Sell |
48,165
-1,857
| -4% | -$121K | 2.31% | 11 |
|
|
2020
Q4 | $2.65M | Buy |
50,022
+912
| +2% | +$48.4K | 1.97% | 12 |
|
|
2020
Q3 | $1.78M | Buy |
49,110
+780
| +2% | +$28.3K | 1.48% | 19 |
|
|
2020
Q2 | $1.64M | Buy |
48,330
+11,084
| +30% | +$376K | 1.47% | 20 |
|
|
2020
Q1 | $1.25M | Sell |
37,246
-7,679
| -17% | -$258K | 1.16% | 21 |
|
|
2019
Q4 | $2.14M | Buy |
+44,925
| New | +$2.14M | 1.98% | 12 |
|