MV Capital Management’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 | $136K | Buy |
1,492
+39
| +3% | +$3.56K | 0.01% | 211 |
|
|
2025
Q1 | $114K | Buy |
1,453
+10
| +0.7% | +$783 | 0.01% | 227 |
|
|
2024
Q4 | $107K | Sell |
1,443
-12
| -0.8% | -$888 | 0.01% | 221 |
|
|
2024
Q3 | $94.3K | Sell |
1,455
-104
| -7% | -$6.74K | 0.01% | 242 |
|
|
2024
Q2 | $115K | Buy |
1,559
+105
| +7% | +$7.74K | 0.01% | 213 |
|
|
2024
Q1 | $105K | Sell |
1,454
-5
| -0.3% | -$362 | 0.01% | 219 |
|
|
2023
Q4 | $100K | Buy |
1,459
+42
| +3% | +$2.89K | 0.01% | 220 |
|
|
2023
Q3 | $77.8K | Buy |
1,417
+77
| +6% | +$4.23K | 0.01% | 234 |
|
|
2023
Q2 | $76K | Buy |
1,340
+1,004
| +299% | +$56.9K | 0.01% | 235 |
|
|
2023
Q1 | $17.6K | Sell |
336
-527
| -61% | -$27.6K | ﹤0.01% | 425 |
|
|
2022
Q4 | $71.9K | Buy |
863
+107
| +14% | +$8.91K | 0.01% | 194 |
|
|
2022
Q3 | $54K | Buy |
756
+221
| +41% | +$15.8K | 0.01% | 207 |
|
|
2022
Q2 | $34K | Sell |
535
-35
| -6% | -$2.22K | 0.01% | 257 |
|
|
2022
Q1 | $48K | Buy |
570
+89
| +19% | +$7.5K | 0.01% | 225 |
|
|
2021
Q4 | $40K | Buy |
481
+5
| +1% | +$416 | 0.01% | 237 |
|
|
2021
Q3 | $35K | Buy |
476
+260
| +120% | +$19.1K | 0.01% | 235 |
|
|
2021
Q2 | $16K | Buy |
216
+183
| +555% | +$13.6K | ﹤0.01% | 307 |
|
|
2021
Q1 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 311 |
|