Keystone Financial Services (Colorado)’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 | $1.76M | Buy |
19,277
+823
| +4% | +$75.1K | 0.6% | 27 |
|
|
2025
Q1 | $1.44M | Sell |
18,454
-231
| -1% | -$18.1K | 0.55% | 26 |
|
|
2024
Q4 | $1.38M | Buy |
18,685
+310
| +2% | +$22.9K | 0.53% | 22 |
|
|
2024
Q3 | $1.19M | Buy |
18,375
+1,275
| +7% | +$82.6K | 0.46% | 24 |
|
|
2024
Q2 | $1.26M | Buy |
17,100
+1,485
| +10% | +$109K | 0.52% | 23 |
|
|
2024
Q1 | $1.13M | Buy |
15,615
+4,332
| +38% | +$313K | 0.49% | 27 |
|
|
2023
Q4 | $776K | Buy |
11,283
+299
| +3% | +$20.6K | 0.37% | 32 |
|
|
2023
Q3 | $603K | Buy |
10,984
+1,982
| +22% | +$109K | 0.32% | 38 |
|
|
2023
Q2 | $510K | Buy |
9,002
+930
| +12% | +$52.7K | 0.26% | 41 |
|
|
2023
Q1 | $423K | Buy |
8,072
+409
| +5% | +$21.4K | 0.23% | 48 |
|
|
2022
Q4 | $593K | Buy |
7,663
+611
| +9% | +$47.3K | 0.32% | 36 |
|
|
2022
Q3 | $546K | Sell |
7,052
-93
| -1% | -$7.2K | 0.32% | 39 |
|
|
2022
Q2 | $483K | Buy |
7,145
+499
| +8% | +$33.7K | 0.26% | 45 |
|
|
2022
Q1 | $426K | Sell |
6,646
-86
| -1% | -$5.51K | 0.25% | 49 |
|
|
2021
Q4 | $566K | Buy |
+6,732
| New | +$566K | 0.29% | 39 |
|