Investors Research Corp’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 | $51K | Hold |
559
| – | – | 0.01% | 460 |
|
|
2025
Q1 | $43.8K | Buy |
559
+240
| +75% | +$18.8K | 0.01% | 479 |
|
|
2024
Q4 | $23.6K | Hold |
319
| – | – | 0.01% | 568 |
|
|
2024
Q3 | $20.7K | Hold |
319
| – | – | ﹤0.01% | 599 |
|
|
2024
Q2 | $23.5K | Hold |
319
| – | – | 0.01% | 599 |
|
|
2024
Q1 | $23.1K | Hold |
319
| – | – | 0.01% | 604 |
|
|
2023
Q4 | $21.9K | Hold |
319
| – | – | 0.01% | 618 |
|
|
2023
Q3 | $17.5K | Buy |
319
+29
| +10% | +$1.59K | ﹤0.01% | 670 |
|
|
2023
Q2 | $16.4K | Hold |
290
| – | – | ﹤0.01% | 690 |
|
|
2023
Q1 | $15.2K | Hold |
290
| – | – | ﹤0.01% | 714 |
|
|
2022
Q4 | $24.1K | Hold |
290
| – | – | 0.01% | 628 |
|
|
2022
Q3 | $21K | Hold |
290
| – | – | 0.01% | 643 |
|
|
2022
Q2 | $18K | Hold |
290
| – | – | 0.01% | 676 |
|
|
2022
Q1 | $24K | Hold |
290
| – | – | 0.01% | 628 |
|
|
2021
Q4 | $24K | Hold |
290
| – | – | 0.01% | 639 |
|
|
2021
Q3 | $21K | Hold |
290
| – | – | 0.01% | 667 |
|
|
2021
Q2 | $21K | Hold |
290
| – | – | 0.01% | 676 |
|
|
2021
Q1 | $19K | Hold |
290
| – | – | 0.01% | 695 |
|
|
2020
Q4 | $15K | Hold |
290
| – | – | 0.01% | 791 |
|
|
2020
Q3 | $11K | Hold |
290
| – | – | 0.01% | 812 |
|
|
2020
Q2 | $10K | Hold |
290
| – | – | 0.01% | 807 |
|
|
2020
Q1 | $10K | Hold |
290
| – | – | 0.01% | 782 |
|
|
2019
Q4 | $14K | Hold |
290
| – | – | 0.01% | 781 |
|
|
2019
Q3 | $12K | Buy |
+290
| New | +$12K | 0.01% | 813 |
|