Navellier & Associates’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 | $703K | Hold |
7,700
| – | – | 0.09% | 177 |
|
|
2025
Q1 | $642K | Sell |
7,700
-3,355
| -30% | -$280K | 0.09% | 184 |
|
|
2024
Q4 | $818K | Buy |
11,055
+2,955
| +36% | +$219K | 0.1% | 184 |
|
|
2024
Q3 | $525K | Sell |
8,100
-3,255
| -29% | -$211K | 0.07% | 212 |
|
|
2024
Q2 | $837K | Sell |
11,355
-200
| -2% | -$14.7K | 0.1% | 171 |
|
|
2024
Q1 | $836K | Buy |
+11,555
| New | +$836K | 0.1% | 172 |
|