Kearns & Associates’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 | $821K | Hold |
9,000
| – | – | 0.47% | 20 |
|
|
2025
Q1 | $705K | Hold |
9,000
| – | – | 0.46% | 20 |
|
|
2024
Q4 | $666K | Hold |
9,000
| – | – | 0.43% | 22 |
|
|
2024
Q3 | $583K | Hold |
9,000
| – | – | 0.38% | 22 |
|
|
2024
Q2 | $663K | Hold |
9,000
| – | – | 0.5% | 19 |
|
|
2024
Q1 | $651K | Hold |
9,000
| – | – | 0.5% | 18 |
|
|
2023
Q4 | $619K | Hold |
9,000
| – | – | 0.53% | 18 |
|
|
2023
Q3 | $494K | Hold |
9,000
| – | – | 0.47% | 21 |
|
|
2023
Q2 | $510K | Hold |
9,000
| – | – | 0.46% | 21 |
|
|
2023
Q1 | $471K | Hold |
9,000
| – | – | 0.47% | 21 |
|
|
2022
Q4 | $749K | Buy |
+9,000
| New | +$749K | 0.79% | 11 |
|