Level Four Advisory Services’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 | $378K | Sell |
4,141
-29
| -0.7% | -$2.65K | 0.01% | 587 |
|
|
2025
Q1 | $326K | Buy |
4,170
+144
| +4% | +$11.3K | 0.01% | 612 |
|
|
2024
Q4 | $298K | Buy |
4,026
+321
| +9% | +$23.8K | 0.01% | 627 |
|
|
2024
Q3 | $262K | Buy |
3,705
+42
| +1% | +$2.98K | 0.01% | 674 |
|
|
2024
Q2 | $270K | Sell |
3,663
-4,080
| -53% | -$301K | 0.01% | 639 |
|
|
2024
Q1 | $533K | Hold |
7,743
| – | – | 0.03% | 451 |
|
|
2023
Q4 | $533K | Buy |
7,743
+822
| +12% | +$56.6K | 0.03% | 449 |
|
|
2023
Q3 | $380K | Buy |
6,921
+2,963
| +75% | +$163K | 0.02% | 522 |
|
|
2023
Q2 | $224K | Buy |
+3,958
| New | +$224K | 0.01% | 704 |
|
|
2020
Q2 | – | Sell |
-6,916
| Closed | -$230K | – | 579 |
|
|
2020
Q1 | $230K | Buy |
6,916
+232
| +3% | +$7.72K | 0.03% | 432 |
|
|
2019
Q4 | $362K | Buy |
+6,684
| New | +$362K | 0.01% | 432 |
|
|
2018
Q3 | – | Sell |
-3,975
| Closed | -$203K | – | 615 |
|
|
2018
Q2 | $203K | Buy |
3,975
+105
| +3% | +$5.36K | 0.01% | 578 |
|
|
2018
Q1 | $202K | Buy |
+3,870
| New | +$202K | 0.02% | 504 |
|