Main Street Financial Solutions’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 | $623K | Buy |
6,828
+305
| +5% | +$27.8K | 0.05% | 313 |
|
|
2025
Q1 | $511K | Sell |
6,523
-196
| -3% | -$15.3K | 0.04% | 313 |
|
|
2024
Q4 | $497K | Sell |
6,719
-77
| -1% | -$5.7K | 0.05% | 291 |
|
|
2024
Q3 | $440K | Sell |
6,796
-638
| -9% | -$41.3K | 0.04% | 332 |
|
|
2024
Q2 | $548K | Buy |
7,434
+75
| +1% | +$5.53K | 0.05% | 300 |
|
|
2024
Q1 | $532K | Buy |
7,359
+110
| +2% | +$7.96K | 0.06% | 298 |
|
|
2023
Q4 | $499K | Sell |
7,249
-231
| -3% | -$15.9K | 0.06% | 260 |
|
|
2023
Q3 | $411K | Buy |
7,480
+1,005
| +16% | +$55.2K | 0.06% | 282 |
|
|
2023
Q2 | $367K | Buy |
6,475
+162
| +3% | +$9.18K | 0.05% | 315 |
|
|
2023
Q1 | $331K | Buy |
6,313
+600
| +11% | +$31.4K | 0.05% | 323 |
|
|
2022
Q4 | $476K | Sell |
5,713
-1,016
| -15% | -$84.6K | 0.08% | 248 |
|
|
2022
Q3 | $484K | Buy |
6,729
+40
| +0.6% | +$2.88K | 0.08% | 237 |
|
|
2022
Q2 | $423K | Buy |
6,689
+52
| +0.8% | +$3.29K | 0.05% | 269 |
|
|
2022
Q1 | $560K | Sell |
6,637
-20
| -0.3% | -$1.69K | 0.08% | 224 |
|
|
2021
Q4 | $560K | Buy |
6,657
+311
| +5% | +$26.2K | 0.08% | 248 |
|
|
2021
Q3 | $462K | Buy |
6,346
+818
| +15% | +$59.6K | 0.07% | 274 |
|
|
2021
Q2 | $402K | Sell |
5,528
-7
| -0.1% | -$509 | 0.07% | 291 |
|
|
2021
Q1 | $361K | Buy |
5,535
+404
| +8% | +$26.3K | 0.06% | 279 |
|
|
2020
Q4 | $272K | Buy |
+5,131
| New | +$272K | 0.06% | 315 |
|