Menard Financial 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
Q1 | – | Sell |
-116
| Closed | -$8.59K | – | 267 |
|
|
2024
Q4 | $8.59K | Buy |
+116
| New | +$8.59K | 0.01% | 233 |
|
|
2023
Q3 | – | Sell |
-5,994
| Closed | -$340K | – | 82 |
|
|
2023
Q2 | $340K | Sell |
5,994
-6,677
| -53% | -$378K | 0.7% | 30 |
|
|
2023
Q1 | $664K | Buy |
+12,671
| New | +$664K | 1.53% | 18 |
|
|
2022
Q1 | – | Sell |
-3,392
| Closed | -$285K | – | 149 |
|
|
2021
Q4 | $285K | Buy |
+3,392
| New | +$285K | 0.23% | 115 |
|
|
2020
Q1 | – | Sell |
-11,040
| Closed | -$525K | – | 100 |
|
|
2019
Q4 | $525K | Buy |
+11,040
| New | +$525K | 0.51% | 64 |
|