Little House 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
Q2 | $287K | Sell |
3,143
-86
| -3% | -$7.85K | 0.07% | 113 |
|
|
2025
Q1 | $253K | Hold |
3,229
| – | – | 0.07% | 123 |
|
|
2024
Q4 | $239K | Hold |
3,229
| – | – | 0.07% | 107 |
|
|
2024
Q3 | $209K | Sell |
3,229
-2,637
| -45% | -$171K | 0.06% | 107 |
|
|
2024
Q2 | $432K | Sell |
5,866
-2,296
| -28% | -$169K | 0.14% | 99 |
|
|
2024
Q1 | $590K | Sell |
8,162
-44,256
| -84% | -$3.2M | 0.2% | 97 |
|
|
2023
Q4 | $3.61M | Buy |
52,418
+649
| +1% | +$44.7K | 1.32% | 23 |
|
|
2023
Q3 | $2.84M | Buy |
51,769
+12,479
| +32% | +$685K | 1.17% | 24 |
|
|
2023
Q2 | $2.23M | Buy |
39,290
+24,346
| +163% | +$1.38M | 0.95% | 30 |
|
|
2023
Q1 | $783K | Buy |
14,944
+11,644
| +353% | +$610K | 0.37% | 76 |
|
|
2022
Q4 | $275K | Hold |
3,300
| – | – | 0.14% | 102 |
|
|
2022
Q3 | $237K | Sell |
3,300
-49
| -1% | -$3.52K | 0.13% | 104 |
|
|
2022
Q2 | $212K | Hold |
3,349
| – | – | 0.11% | 110 |
|
|
2022
Q1 | $282K | Hold |
3,349
| – | – | 0.14% | 123 |
|
|
2021
Q4 | $282K | Hold |
3,349
| – | – | 0.15% | 126 |
|
|
2021
Q3 | $244K | Sell |
3,349
-479
| -13% | -$34.9K | 0.14% | 126 |
|
|
2021
Q2 | $279K | Buy |
+3,828
| New | +$279K | 0.15% | 123 |
|
|
2020
Q2 | – | Sell |
-8,774
| Closed | -$295K | – | 95 |
|
|
2020
Q1 | $295K | Sell |
8,774
-5,718
| -39% | -$192K | 0.32% | 67 |
|
|
2019
Q4 | $689K | Sell |
14,492
-16,333
| -53% | -$777K | 0.59% | 53 |
|
|
2019
Q3 | $1.29M | Sell |
30,825
-643
| -2% | -$26.9K | 0.98% | 38 |
|
|
2019
Q2 | $1.34K | Buy |
31,468
+271
| +0.9% | +$12 | 0.89% | 38 |
|
|
2019
Q1 | $1.33M | Buy |
31,197
+465
| +2% | +$19.9K | 1% | 34 |
|
|
2018
Q4 | $1.28M | Buy |
+30,732
| New | +$1.28M | 1.23% | 30 |
|