Leith Wheeler Investment Counsel’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,450
| Closed | -$251K | – | 51 |
|
|
2021
Q3 | $251K | Sell |
3,450
-306
| -8% | -$22.3K | 0.04% | 45 |
|
|
2021
Q2 | $273K | Hold |
3,756
| – | – | 0.04% | 41 |
|
|
2021
Q1 | $245K | Hold |
3,756
| – | – | 0.04% | 44 |
|
|
2020
Q4 | $254K | Buy |
+3,756
| New | +$254K | 0.04% | 41 |
|
|
2017
Q2 | – | Sell |
-3,784
| Closed | -$154K | – | 33 |
|
|
2017
Q1 | $154K | Buy |
+3,784
| New | +$154K | 0.1% | 32 |
|