Main Street 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 | $32.1K | Hold |
352
| – | – | 0.01% | 303 |
|
|
2025
Q1 | $27.6K | Hold |
352
| – | – | 0.01% | 341 |
|
|
2024
Q4 | $26.1K | Hold |
352
| – | – | 0.01% | 350 |
|
|
2024
Q3 | $22.8K | Hold |
352
| – | – | 0.01% | 386 |
|
|
2024
Q2 | $25.8K | Sell |
352
-70
| -17% | -$5.14K | 0.01% | 362 |
|
|
2024
Q1 | $30.5K | Sell |
422
-6
| -1% | -$434 | 0.01% | 358 |
|
|
2023
Q4 | $29.4K | Buy |
+428
| New | +$29.4K | 0.01% | 532 |
|