LexAurum 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 | $416K | Sell |
4,565
-9,224
| -67% | -$842K | 0.07% | 224 |
|
|
2025
Q1 | $1.08M | Sell |
13,789
-1,087
| -7% | -$85.1K | 0.21% | 101 |
|
|
2024
Q4 | $1.1M | Buy |
14,876
+1,404
| +10% | +$104K | 0.22% | 95 |
|
|
2024
Q3 | $873K | Buy |
13,472
+1,330
| +11% | +$86.2K | 0.19% | 110 |
|
|
2024
Q2 | $895K | Buy |
12,142
+1,891
| +18% | +$139K | 0.22% | 101 |
|
|
2024
Q1 | $742K | Sell |
10,251
-9
| -0.1% | -$651 | 0.19% | 115 |
|
|
2023
Q4 | $706K | Sell |
10,260
-131
| -1% | -$9.01K | 0.19% | 120 |
|
|
2023
Q3 | $570K | Buy |
+10,391
| New | +$570K | 0.17% | 129 |
|