Journey 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 | $520K | Hold |
5,694
| – | – | 0.04% | 195 |
|
|
2025
Q1 | $446K | Sell |
5,694
-450
| -7% | -$35.2K | 0.04% | 200 |
|
|
2024
Q4 | $453K | Hold |
6,144
| – | – | 0.05% | 162 |
|
|
2024
Q3 | $453K | Hold |
6,144
| – | – | 0.05% | 162 |
|
|
2024
Q2 | $453K | Sell |
6,144
-400
| -6% | -$29.5K | 0.05% | 161 |
|
|
2024
Q1 | $473K | Buy |
6,544
+940
| +17% | +$68K | 0.06% | 163 |
|
|
2023
Q4 | $386K | Hold |
5,604
| – | – | 0.05% | 161 |
|
|
2023
Q3 | $308K | Hold |
5,604
| – | – | 0.05% | 170 |
|
|
2023
Q2 | $318K | Hold |
5,604
| – | – | 0.05% | 175 |
|
|
2023
Q1 | $294K | Buy |
5,604
+430
| +8% | +$22.5K | 0.05% | 185 |
|
|
2022
Q4 | $431K | Buy |
5,174
+1,800
| +53% | +$150K | 0.11% | 139 |
|
|
2022
Q3 | $242K | Buy |
+3,374
| New | +$242K | 0.06% | 208 |
|