Mach-1 Financial Group’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 | $3.87M | Sell |
42,367
-2,335
| -5% | -$213K | 1.13% | 22 |
|
|
2025
Q1 | $3.5M | Buy |
+44,702
| New | +$3.5M | 1.05% | 18 |
|
|
2024
Q1 | – | Sell |
-33,358
| Closed | -$2.3M | – | 184 |
|
|
2023
Q4 | $2.3M | Buy |
33,358
+4,972
| +18% | +$342K | 0.87% | 27 |
|
|
2023
Q3 | $1.56M | Buy |
28,386
+6,639
| +31% | +$364K | 0.65% | 44 |
|
|
2023
Q2 | $1.23M | Buy |
21,747
+21,179
| +3,729% | +$1.2M | 0.35% | 49 |
|
|
2023
Q1 | $6.15M | Sell |
568
-23,789
| -98% | -$258M | 0.04% | 165 |
|
|
2022
Q4 | $2.03M | Buy |
24,357
+23,822
| +4,453% | +$1.98M | 0.67% | 17 |
|
|
2022
Q3 | $38K | Buy |
535
+85
| +19% | +$6.04K | 0.04% | 124 |
|
|
2022
Q2 | $28K | Hold |
450
| – | – | 0.02% | 153 |
|
|
2022
Q1 | $37K | Sell |
450
-159
| -26% | -$13.1K | 0.02% | 66 |
|
|
2021
Q4 | $51K | Buy |
+609
| New | +$51K | 0.03% | 51 |
|
|
2021
Q3 | – | Sell |
-450
| Closed | -$32K | – | 115 |
|
|
2021
Q2 | $32K | Hold |
450
| – | – | 0.02% | 51 |
|
|
2021
Q1 | $29K | Hold |
450
| – | – | 0.02% | 51 |
|
|
2020
Q4 | $23K | Buy |
+450
| New | +$23K | 0.03% | 86 |
|