Legal Advantage Investments’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 | $6.08M | Sell |
66,660
-1,240
| -2% | -$113K | 2.84% | 9 |
|
|
2025
Q1 | $5.32M | Buy |
67,900
+4,000
| +6% | +$313K | 2.87% | 9 |
|
|
2024
Q4 | $4.73M | Sell |
63,900
-500
| -0.8% | -$37K | 2.5% | 10 |
|
|
2024
Q3 | $4.17M | Buy |
64,400
+2,600
| +4% | +$169K | 2.29% | 13 |
|
|
2024
Q2 | $4.55M | Sell |
61,800
-2,800
| -4% | -$206K | 2.62% | 10 |
|
|
2024
Q1 | $4.67M | Buy |
64,600
+2,300
| +4% | +$166K | 2.61% | 11 |
|
|
2023
Q4 | $4.29M | Buy |
62,300
+4,200
| +7% | +$289K | 2.58% | 12 |
|
|
2023
Q3 | $3.19M | Buy |
58,100
+1,000
| +2% | +$54.9K | 2.28% | 14 |
|
|
2023
Q2 | $3.24M | Buy |
57,100
+26,400
| +86% | +$1.5M | 2.16% | 14 |
|
|
2023
Q1 | $1.61M | Buy |
+30,700
| New | +$1.61M | 1.18% | 25 |
|