Miracle Mile 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 | $3.9M | Buy |
42,781
+881
| +2% | +$80.4K | 0.07% | 183 |
|
|
2025
Q1 | $3.28M | Buy |
41,900
+161
| +0.4% | +$12.6K | 0.07% | 164 |
|
|
2024
Q4 | $3.09M | Buy |
41,739
+15,041
| +56% | +$1.11M | 0.06% | 173 |
|
|
2024
Q3 | $1.73M | Sell |
26,698
-3,418
| -11% | -$222K | 0.04% | 207 |
|
|
2024
Q2 | $2.22M | Sell |
30,116
-227
| -0.7% | -$16.7K | 0.05% | 179 |
|
|
2024
Q1 | $2.2M | Buy |
30,343
+401
| +1% | +$29K | 0.06% | 174 |
|
|
2023
Q4 | $2.06M | Sell |
29,942
-59,549
| -67% | -$4.1M | 0.06% | 171 |
|
|
2023
Q3 | $4.91M | Buy |
89,491
+710
| +0.8% | +$39K | 0.15% | 98 |
|
|
2023
Q2 | $5.03M | Sell |
88,781
-98
| -0.1% | -$5.56K | 0.15% | 101 |
|
|
2023
Q1 | $4.66M | Buy |
88,879
+52,856
| +147% | +$2.77M | 0.15% | 114 |
|
|
2022
Q4 | $3M | Buy |
36,023
+1,830
| +5% | +$152K | 0.1% | 155 |
|
|
2022
Q3 | $2.46M | Buy |
34,193
+58
| +0.2% | +$4.17K | 0.11% | 126 |
|
|
2022
Q2 | $2.16M | Sell |
34,135
-446
| -1% | -$28.2K | 0.1% | 144 |
|
|
2022
Q1 | $2.92M | Buy |
34,581
+21,567
| +166% | +$1.82M | 0.12% | 126 |
|
|
2021
Q4 | $1.09M | Buy |
13,014
+6,502
| +100% | +$547K | 0.04% | 228 |
|
|
2021
Q3 | $474K | Buy |
+6,512
| New | +$474K | 0.02% | 299 |
|
|
2021
Q2 | – | Sell |
-6,512
| Closed | -$424K | – | 397 |
|
|
2021
Q1 | $424K | Hold |
6,512
| – | – | 0.02% | 266 |
|
|
2020
Q4 | $345K | Buy |
+6,512
| New | +$345K | 0.02% | 292 |
|
|
2020
Q3 | – | Sell |
-34,000
| Closed | -$1.15M | – | 395 |
|
|
2020
Q2 | $1.15M | Buy |
+34,000
| New | +$1.15M | 0.09% | 168 |
|