N.E.W. Advisory Services’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 | $788K | Buy |
8,635
+1,051
| +14% | +$95.9K | 0.08% | 87 |
|
|
2025
Q1 | $594K | Buy |
7,584
+62
| +0.8% | +$4.85K | 0.05% | 111 |
|
|
2024
Q4 | $557K | Buy |
7,522
+125
| +2% | +$9.25K | 0.05% | 106 |
|
|
2024
Q3 | $479K | Buy |
7,397
+2,834
| +62% | +$184K | 0.05% | 113 |
|
|
2024
Q2 | $336K | Sell |
4,563
-245
| -5% | -$18.1K | 0.04% | 130 |
|
|
2024
Q1 | $348K | Buy |
4,808
+1
| +0% | +$72 | 0.04% | 125 |
|
|
2023
Q4 | $331K | Hold |
4,807
| – | – | 0.04% | 125 |
|
|
2023
Q3 | $264K | Buy |
4,807
+46
| +1% | +$2.53K | 0.04% | 128 |
|
|
2023
Q2 | $270K | Sell |
4,761
-102
| -2% | -$5.78K | 0.04% | 115 |
|
|
2023
Q1 | $255K | Buy |
4,863
+65
| +1% | +$3.4K | 0.04% | 114 |
|
|
2022
Q4 | $399K | Buy |
4,798
+590
| +14% | +$49.1K | 0.06% | 90 |
|
|
2022
Q3 | $302K | Hold |
4,208
| – | – | 0.05% | 100 |
|
|
2022
Q2 | $266K | Buy |
+4,208
| New | +$266K | 0.05% | 109 |
|