Jackson Grant Investment Advisers’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 | $5.66K | Hold |
62
| – | – | ﹤0.01% | 305 |
|
|
2025
Q1 | $4.85K | Hold |
62
| – | – | ﹤0.01% | 313 |
|
|
2024
Q4 | $4.59K | Hold |
62
| – | – | ﹤0.01% | 323 |
|
|
2024
Q3 | $4.02K | Hold |
62
| – | – | ﹤0.01% | 336 |
|
|
2024
Q2 | $4.57K | Hold |
62
| – | – | ﹤0.01% | 322 |
|
|
2024
Q1 | $4.49K | Hold |
62
| – | – | ﹤0.01% | 310 |
|
|
2023
Q4 | $4.27K | Hold |
62
| – | – | ﹤0.01% | 304 |
|
|
2023
Q3 | $3.4K | Hold |
62
| – | – | ﹤0.01% | 314 |
|
|
2023
Q2 | $3.51K | Hold |
62
| – | – | ﹤0.01% | 323 |
|
|
2023
Q1 | $3.25K | Buy |
+62
| New | +$3.25K | ﹤0.01% | 360 |
|