Knowledge Leaders Capital’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-21,586
| Closed | -$1.82M | – | 136 |
|
|
2022
Q1 | $1.82M | Buy |
21,586
+1,015
| +5% | +$85.6K | 1.3% | 10 |
|
|
2021
Q4 | $1.73M | Buy |
20,571
+8,591
| +72% | +$722K | 1.27% | 16 |
|
|
2021
Q3 | $873K | Buy |
+11,980
| New | +$873K | 0.7% | 53 |
|
|
2018
Q3 | – | Sell |
-79,720
| Closed | -$4.07M | – | 37 |
|
|
2018
Q2 | $4.07M | Sell |
79,720
-15,805
| -17% | -$808K | 3.05% | 19 |
|
|
2018
Q1 | $4.99M | Buy |
95,525
+110
| +0.1% | +$5.74K | 4.45% | 14 |
|
|
2017
Q4 | $4.9M | Buy |
+95,415
| New | +$4.9M | 3.97% | 19 |
|