Ironwood Financial’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 | $767K | Hold |
9,802
| – | – | 0.16% | 89 |
|
|
2025
Q1 | $767K | Hold |
9,802
| – | – | 0.16% | 89 |
|
|
2024
Q4 | $725K | Sell |
9,802
-200
| -2% | -$14.8K | 0.15% | 91 |
|
|
2024
Q3 | $648K | Sell |
10,002
-231
| -2% | -$15K | 0.14% | 94 |
|
|
2024
Q2 | $754K | Buy |
10,233
+47
| +0.5% | +$3.46K | 0.17% | 87 |
|
|
2024
Q1 | $737K | Buy |
10,186
+160
| +2% | +$11.6K | 0.17% | 91 |
|
|
2023
Q4 | $690K | Hold |
10,026
| – | – | 0.17% | 89 |
|
|
2023
Q3 | $550K | Buy |
10,026
+1
| +0% | +$55 | 0.15% | 86 |
|
|
2023
Q2 | $568K | Sell |
10,025
-196
| -2% | -$11.1K | 0.15% | 87 |
|
|
2023
Q1 | $535K | Buy |
10,221
+1,110
| +12% | +$58.1K | 0.15% | 90 |
|
|
2022
Q4 | $759K | Hold |
9,111
| – | – | 0.24% | 69 |
|
|
2022
Q3 | $655K | Hold |
9,111
| – | – | 0.22% | 68 |
|
|
2022
Q2 | $576K | Hold |
9,111
| – | – | 0.19% | 74 |
|
|
2022
Q1 | $768K | Hold |
9,111
| – | – | 0.22% | 69 |
|
|
2021
Q4 | $766K | Hold |
9,111
| – | – | 0.21% | 71 |
|
|
2021
Q3 | $664K | Hold |
9,111
| – | – | 0.19% | 73 |
|
|
2021
Q2 | $663K | Hold |
9,111
| – | – | 0.2% | 72 |
|
|
2021
Q1 | $594K | Buy |
+9,111
| New | +$594K | 0.19% | 75 |
|