Merit 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
Q2 | $4.99M | Buy |
54,670
+9,784
| +22% | +$893K | 0.06% | 277 |
|
|
2025
Q1 | $3.51M | Buy |
44,886
+11,340
| +34% | +$888K | 0.05% | 281 |
|
|
2024
Q4 | $2.48M | Buy |
33,546
+23,383
| +230% | +$1.73M | 0.04% | 314 |
|
|
2024
Q3 | $659K | Sell |
10,163
-3,488
| -26% | -$226K | 0.01% | 504 |
|
|
2024
Q2 | $1.01M | Buy |
13,651
+7
| +0.1% | +$516 | 0.02% | 407 |
|
|
2024
Q1 | $1.04M | Sell |
13,644
-28,898
| -68% | -$2.2M | 0.02% | 396 |
|
|
2023
Q4 | $2.93M | Sell |
42,542
-11,002
| -21% | -$757K | 0.09% | 153 |
|
|
2023
Q3 | $2.94M | Buy |
53,544
+2,658
| +5% | +$146K | 0.1% | 163 |
|
|
2023
Q2 | $2.88M | Buy |
50,886
+7,466
| +17% | +$423K | 0.09% | 168 |
|
|
2023
Q1 | $2.27M | Buy |
43,420
+28,904
| +199% | +$1.51M | 0.08% | 185 |
|
|
2022
Q4 | $1.21M | Buy |
14,516
+422
| +3% | +$35.1K | 0.04% | 259 |
|
|
2022
Q3 | $1.01M | Sell |
14,094
-7,360
| -34% | -$529K | 0.04% | 241 |
|
|
2022
Q2 | $1.36M | Buy |
+21,454
| New | +$1.36M | 0.04% | 208 |
|