Michael S. Ryan Inc’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 | $587K | Buy |
6,437
+439
| +7% | +$40.1K | 0.37% | 30 |
|
|
2025
Q1 | $470K | Hold |
5,998
| – | – | 0.33% | 31 |
|
|
2024
Q4 | $444K | Buy |
5,998
+144
| +2% | +$10.7K | 0.3% | 32 |
|
|
2024
Q3 | $379K | Sell |
5,854
-60
| -1% | -$3.89K | 0.26% | 36 |
|
|
2024
Q2 | $436K | Sell |
5,914
-41
| -0.7% | -$3.02K | 0.33% | 30 |
|
|
2024
Q1 | $431K | Sell |
5,955
-63
| -1% | -$4.56K | 0.34% | 28 |
|
|
2023
Q4 | $414K | Hold |
6,018
| – | – | 0.34% | 32 |
|
|
2023
Q3 | $313K | Buy |
6,018
+578
| +11% | +$30.1K | 0.3% | 41 |
|
|
2023
Q2 | $314K | Buy |
+5,440
| New | +$314K | 0.29% | 41 |
|