Key Financial Inc’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 | $43.4K | Hold |
476
| – | – | 0.01% | 528 |
|
|
2025
Q1 | $37.3K | Buy |
476
+14
| +3% | +$1.1K | 0.01% | 526 |
|
|
2024
Q4 | $34.2K | Hold |
462
| – | – | 0.01% | 543 |
|
|
2024
Q3 | $29.9K | Buy |
462
+15
| +3% | +$972 | 0.01% | 566 |
|
|
2024
Q2 | $32.9K | Hold |
447
| – | – | 0.01% | 541 |
|
|
2024
Q1 | $32.3K | Hold |
447
| – | – | 0.01% | 512 |
|
|
2023
Q4 | $30.8K | Hold |
447
| – | – | 0.01% | 504 |
|
|
2023
Q3 | $24.5K | Hold |
447
| – | – | 0.01% | 527 |
|
|
2023
Q2 | $25.3K | Buy |
447
+264
| +144% | +$15K | 0.01% | 532 |
|
|
2023
Q1 | $9.59K | Hold |
183
| – | – | ﹤0.01% | 691 |
|
|
2022
Q4 | $13.2K | Hold |
183
| – | – | 0.01% | 572 |
|
|
2022
Q3 | $13K | Hold |
183
| – | – | 0.01% | 579 |
|
|
2022
Q2 | $12K | Hold |
183
| – | – | 0.01% | 595 |
|
|
2022
Q1 | $15K | Hold |
183
| – | – | 0.01% | 546 |
|
|
2021
Q4 | $15K | Hold |
183
| – | – | 0.01% | 530 |
|
|
2021
Q3 | $13K | Buy |
183
+37
| +25% | +$2.63K | 0.01% | 532 |
|
|
2021
Q2 | $10K | Buy |
+146
| New | +$10K | 0.01% | 575 |
|