MeadowBrook Investment Advisors’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 | – | Sell |
-150
| Closed | -$11.7K | – | 288 |
|
|
2025
Q1 | $11.7K | Hold |
150
| – | – | 0.01% | 242 |
|
|
2024
Q4 | $11.1K | Hold |
150
| – | – | 0.01% | 246 |
|
|
2024
Q3 | $9.72K | Buy |
150
+100
| +200% | +$6.48K | 0.01% | 251 |
|
|
2024
Q2 | $3.69K | Hold |
50
| – | – | ﹤0.01% | 278 |
|
|
2024
Q1 | $3.62K | Hold |
50
| – | – | ﹤0.01% | 284 |
|
|
2023
Q4 | $3.44K | Buy |
+50
| New | +$3.44K | ﹤0.01% | 295 |
|