Mather 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 | $606K | Buy |
6,638
+453
| +7% | +$41.3K | 0.01% | 353 |
|
|
2025
Q1 | $484K | Buy |
6,185
+266
| +4% | +$20.8K | 0.01% | 384 |
|
|
2024
Q4 | $438K | Buy |
5,919
+21
| +0.4% | +$1.55K | 0.01% | 390 |
|
|
2024
Q3 | $382K | Sell |
5,898
-637
| -10% | -$41.3K | ﹤0.01% | 416 |
|
|
2024
Q2 | $473K | Buy |
6,535
+1,062
| +19% | +$76.8K | 0.01% | 426 |
|
|
2024
Q1 | $377K | Buy |
5,473
+66
| +1% | +$4.54K | 0.01% | 390 |
|
|
2023
Q4 | $372K | Sell |
5,407
-1,955
| -27% | -$135K | 0.01% | 404 |
|
|
2023
Q3 | $404K | Buy |
7,362
+2,936
| +66% | +$161K | 0.01% | 371 |
|
|
2023
Q2 | $251K | Buy |
4,426
+342
| +8% | +$19.4K | ﹤0.01% | 495 |
|
|
2023
Q1 | $214K | Buy |
4,084
+151
| +4% | +$7.91K | ﹤0.01% | 477 |
|
|
2022
Q4 | $327K | Buy |
3,933
+283
| +8% | +$23.6K | 0.01% | 373 |
|
|
2022
Q3 | $262K | Buy |
3,650
+290
| +9% | +$20.8K | 0.01% | 400 |
|
|
2022
Q2 | $212K | Buy |
3,360
+453
| +16% | +$28.6K | ﹤0.01% | 358 |
|
|
2022
Q1 | $245K | Buy |
+2,907
| New | +$245K | ﹤0.01% | 383 |
|