McIlrath & Eck’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 | $16K | Hold |
176
| – | – | ﹤0.01% | 518 |
|
|
2025
Q1 | $13.7K | Sell |
176
-5
| -3% | -$391 | ﹤0.01% | 553 |
|
|
2024
Q4 | $13.4K | Buy |
181
+50
| +38% | +$3.71K | ﹤0.01% | 570 |
|
|
2024
Q3 | $8.5K | Hold |
131
| – | – | ﹤0.01% | 656 |
|
|
2024
Q2 | $9.65K | Hold |
131
| – | – | ﹤0.01% | 610 |
|
|
2024
Q1 | $9.46K | Hold |
131
| – | – | ﹤0.01% | 612 |
|
|
2023
Q4 | $8.98K | Buy |
131
+1
| +0.8% | +$69 | ﹤0.01% | 583 |
|
|
2023
Q3 | $7.15K | Sell |
130
-133
| -51% | -$7.32K | ﹤0.01% | 597 |
|
|
2023
Q2 | $14.9K | Sell |
263
-40
| -13% | -$2.27K | ﹤0.01% | 471 |
|
|
2023
Q1 | $15.9K | Buy |
303
+40
| +15% | +$2.1K | ﹤0.01% | 451 |
|
|
2022
Q4 | $21.9K | Hold |
263
| – | – | 0.01% | 396 |
|
|
2022
Q3 | $19K | Hold |
263
| – | – | 0.01% | 415 |
|
|
2022
Q2 | $17K | Buy |
263
+60
| +30% | +$3.88K | 0.01% | 414 |
|
|
2022
Q1 | $17K | Hold |
203
| – | – | ﹤0.01% | 433 |
|
|
2021
Q4 | $17K | Hold |
203
| – | – | ﹤0.01% | 439 |
|
|
2021
Q3 | $15K | Hold |
203
| – | – | ﹤0.01% | 458 |
|
|
2021
Q2 | $15K | Hold |
203
| – | – | ﹤0.01% | 449 |
|
|
2021
Q1 | $13K | Hold |
203
| – | – | ﹤0.01% | 437 |
|
|
2020
Q4 | $11K | Buy |
203
+133
| +190% | +$7.21K | ﹤0.01% | 408 |
|
|
2020
Q3 | $3K | Hold |
70
| – | – | ﹤0.01% | 562 |
|
|
2020
Q2 | $2K | Hold |
70
| – | – | ﹤0.01% | 602 |
|
|
2020
Q1 | $2K | Buy |
+70
| New | +$2K | ﹤0.01% | 574 |
|