Larson Financial Group’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 | $582K | Sell |
6,378
-55
| -0.9% | -$5.02K | 0.02% | 393 |
|
|
2025
Q1 | $504K | Sell |
6,433
-1,330
| -17% | -$104K | 0.02% | 405 |
|
|
2024
Q4 | $575K | Sell |
7,763
-997
| -11% | -$73.8K | 0.03% | 321 |
|
|
2024
Q3 | $568K | Buy |
8,760
+6,936
| +380% | +$450K | 0.03% | 308 |
|
|
2024
Q2 | $134K | Sell |
1,824
-779
| -30% | -$57.4K | 0.01% | 574 |
|
|
2024
Q1 | $188K | Buy |
2,603
+619
| +31% | +$44.8K | 0.01% | 425 |
|
|
2023
Q4 | $136K | Sell |
1,984
-250
| -11% | -$17.2K | 0.01% | 428 |
|
|
2023
Q3 | $123K | Buy |
2,234
+1,875
| +522% | +$103K | 0.01% | 416 |
|
|
2023
Q2 | $20.3K | Sell |
359
-304
| -46% | -$17.2K | ﹤0.01% | 734 |
|
|
2023
Q1 | $34.7K | Buy |
663
+438
| +195% | +$22.9K | ﹤0.01% | 620 |
|
|
2022
Q4 | $18.7K | Buy |
225
+125
| +125% | +$10.4K | ﹤0.01% | 708 |
|
|
2022
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 890 |
|
|
2022
Q2 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 840 |
|
|
2021
Q4 | – | Sell |
-500
| Closed | -$36K | – | 1157 |
|
|
2021
Q3 | $36K | Buy |
+500
| New | +$36K | 0.01% | 356 |
|