Koshinski Asset Management’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 | $1.25M | Buy |
13,708
+512
| +4% | +$46.7K | 0.09% | 210 |
|
|
2025
Q1 | $1.03M | Sell |
13,196
-455
| -3% | -$35.6K | 0.09% | 240 |
|
|
2024
Q4 | $1.01B | Sell |
13,651
-162
| -1% | -$12M | 0.09% | 239 |
|
|
2024
Q3 | $895K | Sell |
13,813
-302
| -2% | -$19.6K | 0.08% | 262 |
|
|
2024
Q2 | $1.05M | Buy |
14,115
+3,789
| +37% | +$282K | 0.1% | 208 |
|
|
2024
Q1 | $747K | Sell |
10,326
-1,880
| -15% | -$136K | 0.08% | 252 |
|
|
2023
Q4 | $840K | Sell |
12,206
-3,157
| -21% | -$217K | 0.13% | 205 |
|
|
2023
Q3 | $843K | Sell |
15,363
-1,559
| -9% | -$85.6K | 0.1% | 213 |
|
|
2023
Q2 | $959K | Sell |
16,922
-4,353
| -20% | -$247K | 0.1% | 202 |
|
|
2023
Q1 | $1.11M | Buy |
21,275
+13,582
| +177% | +$711K | 0.11% | 191 |
|
|
2022
Q4 | $641K | Buy |
7,693
+333
| +5% | +$27.7K | 0.06% | 312 |
|
|
2022
Q3 | $529K | Buy |
7,360
+3,623
| +97% | +$260K | 0.06% | 309 |
|
|
2022
Q2 | $236K | Buy |
3,737
+717
| +24% | +$45.3K | 0.02% | 515 |
|
|
2022
Q1 | $255K | Buy |
3,020
+180
| +6% | +$15.2K | 0.02% | 518 |
|
|
2021
Q4 | $239K | Buy |
2,840
+71
| +3% | +$5.97K | 0.02% | 567 |
|
|
2021
Q3 | $202K | Buy |
+2,769
| New | +$202K | 0.02% | 611 |
|
|
2017
Q1 | – | Sell |
-23,149
| Closed | -$914K | – | 334 |
|
|
2016
Q4 | $914K | Buy |
+23,149
| New | +$914K | 0.45% | 65 |
|