Neumann 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 | $1.38M | Sell |
15,132
-58
| -0.4% | -$5.29K | 0.43% | 51 |
|
|
2025
Q1 | $1.19M | Buy |
15,190
+125
| +0.8% | +$9.79K | 0.41% | 53 |
|
|
2024
Q4 | $1.11M | Buy |
15,065
+15
| +0.1% | +$1.11K | 0.37% | 56 |
|
|
2024
Q3 | $975K | Buy |
15,050
+107
| +0.7% | +$6.94K | 0.32% | 61 |
|
|
2024
Q2 | $1.1M | Hold |
14,943
| – | – | 0.38% | 53 |
|
|
2024
Q1 | $1.08M | Buy |
14,943
+93
| +0.6% | +$6.73K | 0.39% | 57 |
|
|
2023
Q4 | $1.02M | Buy |
14,850
+15
| +0.1% | +$1.03K | 0.41% | 55 |
|
|
2023
Q3 | $814K | Hold |
14,835
| – | – | 0.36% | 56 |
|
|
2023
Q2 | $841K | Hold |
14,835
| – | – | 0.35% | 57 |
|
|
2023
Q1 | $777K | Sell |
14,835
-184
| -1% | -$9.64K | 0.34% | 56 |
|
|
2022
Q4 | $1.25M | Sell |
15,019
-294
| -2% | -$24.5K | 0.59% | 44 |
|
|
2022
Q3 | $1.1M | Sell |
15,313
-950
| -6% | -$68.3K | 0.57% | 52 |
|
|
2022
Q2 | $1.03M | Hold |
16,263
| – | – | 0.52% | 50 |
|
|
2022
Q1 | $1.37M | Sell |
16,263
-471
| -3% | -$39.7K | 0.58% | 46 |
|
|
2021
Q4 | $1.41M | Sell |
16,734
-609
| -4% | -$51.2K | 0.57% | 45 |
|
|
2021
Q3 | $1.26M | Hold |
17,343
| – | – | 0.57% | 45 |
|
|
2021
Q2 | $1.26M | Hold |
17,343
| – | – | 0.57% | 47 |
|
|
2021
Q1 | $1.13M | Sell |
17,343
-200
| -1% | -$13K | 0.54% | 50 |
|
|
2020
Q4 | $931K | Sell |
17,543
-241
| -1% | -$12.8K | 0.47% | 49 |
|
|
2020
Q3 | $644K | Hold |
17,784
| – | – | 0.37% | 53 |
|
|
2020
Q2 | $600K | Hold |
17,784
| – | – | 0.37% | 53 |
|
|
2020
Q1 | $598K | Buy |
17,784
+911
| +5% | +$30.6K | 0.44% | 51 |
|
|
2019
Q4 | $803K | Hold |
16,873
| – | – | 0.47% | 52 |
|
|
2019
Q3 | $706K | Sell |
16,873
-238
| -1% | -$9.96K | 0.44% | 51 |
|
|
2019
Q2 | $688K | Hold |
17,111
| – | – | 0.43% | 54 |
|
|
2019
Q1 | $732K | Sell |
17,111
-230
| -1% | -$9.84K | 0.47% | 50 |
|
|
2018
Q4 | $720K | Sell |
17,341
-540
| -3% | -$22.4K | 0.54% | 48 |
|
|
2018
Q3 | $879K | Sell |
17,881
-600
| -3% | -$29.5K | 0.52% | 50 |
|
|
2018
Q2 | $944K | Sell |
18,481
-94
| -0.5% | -$4.8K | 0.59% | 46 |
|
|
2018
Q1 | $970K | Sell |
18,575
-180
| -1% | -$9.4K | 0.62% | 46 |
|
|
2017
Q4 | $963K | Sell |
18,755
-20
| -0.1% | -$1.03K | 0.59% | 46 |
|
|
2017
Q3 | $821K | Sell |
18,775
-160
| -0.8% | -$7K | 0.51% | 51 |
|
|
2017
Q2 | $813K | Hold |
18,935
| – | – | 0.52% | 48 |
|
|
2017
Q1 | $773K | Sell |
18,935
-1,150
| -6% | -$46.9K | 0.5% | 52 |
|
|
2016
Q4 | $793K | Sell |
20,085
-2,724
| -12% | -$108K | 0.51% | 51 |
|
|
2016
Q3 | $720K | Hold |
22,809
| – | – | 0.48% | 51 |
|
|
2016
Q2 | $577K | Sell |
22,809
-2,000
| -8% | -$50.6K | 0.38% | 55 |
|
|
2016
Q1 | $695K | Sell |
24,809
-135
| -0.5% | -$3.78K | 0.46% | 53 |
|
|
2015
Q4 | $821K | Sell |
24,944
-4,000
| -14% | -$132K | 0.57% | 53 |
|
|
2015
Q3 | $827K | Sell |
28,944
-11,441
| -28% | -$327K | 0.58% | 49 |
|
|
2015
Q2 | $1.32M | Sell |
40,385
-4,000
| -9% | -$131K | 0.84% | 40 |
|
|
2015
Q1 | $1.35M | Hold |
44,385
| – | – | 0.86% | 39 |
|
|
2014
Q4 | $1.34M | Buy |
+44,385
| New | +$1.34M | 0.87% | 37 |
|