Knuff & Co’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 | $49.8K | Hold |
546
| – | – | 0.02% | 109 |
|
|
2025
Q1 | $42.7K | Sell |
546
-60
| -10% | -$4.7K | 0.01% | 121 |
|
|
2024
Q4 | $44.8K | Buy |
606
+563
| +1,309% | +$41.7K | 0.01% | 133 |
|
|
2024
Q3 | $2.77K | Buy |
+43
| New | +$2.77K | ﹤0.01% | 127 |
|
|
2022
Q3 | – | Sell |
-400
| Closed | -$25K | – | 138 |
|
|
2022
Q2 | $25K | Hold |
400
| – | – | 0.01% | 122 |
|
|
2022
Q1 | $34K | Hold |
400
| – | – | 0.01% | 119 |
|
|
2021
Q4 | $34K | Hold |
400
| – | – | 0.01% | 130 |
|
|
2021
Q3 | $29K | Hold |
400
| – | – | 0.01% | 130 |
|
|
2021
Q2 | $29K | Hold |
400
| – | – | 0.01% | 135 |
|
|
2021
Q1 | $26K | Hold |
400
| – | – | 0.01% | 129 |
|
|
2020
Q4 | $21K | Sell |
400
-600
| -60% | -$31.5K | 0.01% | 144 |
|
|
2020
Q3 | $36K | Hold |
1,000
| – | – | 0.02% | 127 |
|
|
2020
Q2 | $34K | Sell |
1,000
-3,600
| -78% | -$122K | 0.02% | 117 |
|
|
2020
Q1 | $155K | Sell |
4,600
-600
| -12% | -$20.2K | 0.11% | 77 |
|
|
2019
Q4 | $247K | Sell |
5,200
-660
| -11% | -$31.4K | 0.15% | 71 |
|
|
2019
Q3 | $245K | Buy |
+5,860
| New | +$245K | 0.17% | 67 |
|