Leonard Rickey Investment Advisors’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 | $822K | Buy |
9,010
+443
| +5% | +$40.4K | 0.16% | 50 |
|
|
2025
Q1 | $659K | Sell |
8,567
-1,626
| -16% | -$125K | 0.14% | 50 |
|
|
2024
Q4 | $754K | Buy |
10,193
+1,912
| +23% | +$142K | 0.17% | 48 |
|
|
2024
Q3 | $537K | Sell |
8,281
-103
| -1% | -$6.68K | 0.12% | 59 |
|
|
2024
Q2 | $618K | Buy |
8,384
+1,701
| +25% | +$125K | 0.15% | 50 |
|
|
2024
Q1 | $483K | Buy |
6,683
+1,040
| +18% | +$75.2K | 0.12% | 52 |
|
|
2023
Q4 | $388K | Buy |
5,643
+192
| +4% | +$13.2K | 0.12% | 53 |
|
|
2023
Q3 | $299K | Buy |
5,451
+708
| +15% | +$38.9K | 0.1% | 61 |
|
|
2023
Q2 | $269K | Buy |
4,743
+867
| +22% | +$49.1K | 0.1% | 60 |
|
|
2023
Q1 | $203K | Buy |
3,876
+621
| +19% | +$32.5K | 0.08% | 66 |
|
|
2022
Q4 | $271K | Buy |
+3,255
| New | +$271K | 0.11% | 54 |
|