Lindbrook Capital’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $904K | Sell |
11,554
-93
| -0.8% | -$7.28K | 0.08% | 144 |
|
|
2024
Q4 | $862K | Buy |
11,647
+675
| +6% | +$50K | 0.08% | 152 |
|
|
2024
Q3 | $711K | Sell |
10,972
-1,122
| -9% | -$72.7K | 0.06% | 176 |
|
|
2024
Q2 | $891K | Sell |
12,094
-2,685
| -18% | -$198K | 0.08% | 142 |
|
|
2024
Q1 | $1.07M | Sell |
14,779
-1,161
| -7% | -$84K | 0.1% | 130 |
|
|
2023
Q4 | $1.1M | Sell |
15,940
-1,708
| -10% | -$118K | 0.11% | 110 |
|
|
2023
Q3 | $969K | Buy |
17,648
+659
| +4% | +$36.2K | 0.11% | 106 |
|
|
2023
Q2 | $963K | Buy |
16,989
+8,124
| +92% | +$460K | 0.1% | 118 |
|
|
2023
Q1 | $464K | Buy |
8,865
+4,985
| +128% | +$261K | 0.05% | 184 |
|
|
2022
Q4 | $323K | Buy |
3,880
+5
| +0.1% | +$416 | 0.04% | 237 |
|
|
2022
Q3 | $278K | Buy |
3,875
+1,143
| +42% | +$82K | 0.05% | 222 |
|
|
2022
Q2 | $173K | Buy |
2,732
+328
| +14% | +$20.8K | 0.03% | 315 |
|
|
2022
Q1 | $203K | Sell |
2,404
-7
| -0.3% | -$591 | 0.03% | 286 |
|
|
2021
Q4 | $203K | Buy |
2,411
+1,472
| +157% | +$124K | 0.03% | 300 |
|
|
2021
Q3 | $68K | Buy |
939
+45
| +5% | +$3.26K | 0.02% | 358 |
|
|
2021
Q2 | $65K | Sell |
894
-1,197
| -57% | -$87K | 0.01% | 397 |
|
|
2021
Q1 | $136K | Buy |
2,091
+155
| +8% | +$10.1K | 0.03% | 222 |
|
|
2020
Q4 | $103K | Buy |
1,936
+15
| +0.8% | +$798 | 0.03% | 238 |
|
|
2020
Q3 | $70K | Buy |
1,921
+1,253
| +188% | +$45.7K | 0.02% | 277 |
|
|
2020
Q2 | $23K | Sell |
668
-211
| -24% | -$7.27K | 0.01% | 566 |
|
|
2020
Q1 | $30K | Sell |
879
-540
| -38% | -$18.4K | 0.01% | 431 |
|
|
2019
Q4 | $67K | Sell |
1,419
-1,336
| -48% | -$63.1K | 0.02% | 355 |
|
|
2019
Q3 | $115K | Sell |
2,755
-323
| -10% | -$13.5K | 0.04% | 211 |
|
|
2019
Q2 | $123K | Sell |
3,078
-9
| -0.3% | -$360 | 0.05% | 199 |
|
|
2019
Q1 | $132K | Buy |
3,087
+78
| +3% | +$3.34K | 0.05% | 182 |
|
|
2018
Q4 | $124K | Buy |
+3,009
| New | +$124K | 0.06% | 162 |
|