Nabity-Jensen Investment 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 | $1.01M | Buy |
11,039
+7
| +0.1% | +$639 | 0.74% | 31 |
|
|
2025
Q1 | $864K | Buy |
11,032
+24
| +0.2% | +$1.88K | 0.69% | 31 |
|
|
2024
Q4 | $815K | Sell |
11,008
-94
| -0.8% | -$6.96K | 0.62% | 31 |
|
|
2024
Q3 | $720K | Hold |
11,102
| – | – | 0.55% | 36 |
|
|
2024
Q2 | $818K | Sell |
11,102
-382
| -3% | -$28.2K | 0.67% | 31 |
|
|
2024
Q1 | $831K | Hold |
11,484
| – | – | 0.68% | 29 |
|
|
2023
Q4 | $790K | Buy |
+11,484
| New | +$790K | 0.71% | 31 |
|