Meeder Advisory Services’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 | $2.49M | Buy |
27,281
+4,044
| +17% | +$369K | 0.13% | 126 |
|
|
2025
Q1 | $1.82M | Buy |
23,237
+1,998
| +9% | +$156K | 0.11% | 150 |
|
|
2024
Q4 | $1.57M | Buy |
21,239
+39
| +0.2% | +$2.89K | 0.1% | 158 |
|
|
2024
Q3 | $1.37M | Sell |
21,200
-1,091
| -5% | -$70.7K | 0.09% | 183 |
|
|
2024
Q2 | $1.64M | Buy |
22,291
+6,411
| +40% | +$472K | 0.12% | 145 |
|
|
2024
Q1 | $1.15M | Buy |
15,880
+2,108
| +15% | +$152K | 0.12% | 155 |
|
|
2023
Q4 | $948K | Buy |
13,772
+220
| +2% | +$15.1K | 0.11% | 161 |
|
|
2023
Q3 | $744K | Sell |
13,552
-2,179
| -14% | -$120K | 0.09% | 178 |
|
|
2023
Q2 | $892K | Sell |
15,731
-5,469
| -26% | -$310K | 0.1% | 181 |
|
|
2023
Q1 | $1.11M | Sell |
21,200
-1,515
| -7% | -$79.4K | 0.13% | 134 |
|
|
2022
Q4 | $1.89M | Buy |
+22,715
| New | +$1.89M | 0.24% | 79 |
|