MONECO 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 | $295K | Sell |
3,229
-172
| -5% | -$15.7K | 0.03% | 379 |
|
|
2025
Q1 | $266K | Buy |
3,401
+29
| +0.9% | +$2.27K | 0.03% | 386 |
|
|
2024
Q4 | $250K | Buy |
3,372
+279
| +9% | +$20.6K | 0.03% | 405 |
|
|
2024
Q3 | $200K | Sell |
3,093
-364
| -11% | -$23.6K | 0.03% | 425 |
|
|
2024
Q2 | $255K | Buy |
3,457
+231
| +7% | +$17K | 0.04% | 354 |
|
|
2024
Q1 | $233K | Sell |
3,226
-87
| -3% | -$6.29K | 0.04% | 370 |
|
|
2023
Q4 | $228K | Buy |
+3,313
| New | +$228K | 0.04% | 338 |
|
|
2023
Q1 | – | Sell |
-2,643
| Closed | -$220K | – | 327 |
|
|
2022
Q4 | $220K | Buy |
+2,643
| New | +$220K | 0.08% | 241 |
|
|
2022
Q2 | – | Sell |
-2,631
| Closed | -$222K | – | 263 |
|
|
2022
Q1 | $222K | Buy |
2,631
+16
| +0.6% | +$1.35K | 0.08% | 224 |
|
|
2021
Q4 | $232K | Buy |
+2,615
| New | +$232K | 0.09% | 218 |
|