Newbridge Financial Services Group’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 | $9.75K | Sell |
107
-76
| -42% | -$6.93K | ﹤0.01% | 896 |
|
|
2025
Q1 | $14.3K | Buy |
183
+53
| +41% | +$4.14K | ﹤0.01% | 619 |
|
|
2024
Q4 | $9.65K | Buy |
+130
| New | +$9.65K | ﹤0.01% | 744 |
|
|
2024
Q3 | – | Sell |
-50
| Closed | -$3.69K | – | 1033 |
|
|
2024
Q2 | $3.69K | Sell |
50
-115
| -70% | -$8.48K | ﹤0.01% | 890 |
|
|
2024
Q1 | $11.9K | Sell |
165
-228
| -58% | -$16.5K | 0.01% | 724 |
|
|
2023
Q4 | $27K | Buy |
393
+1
| +0.3% | +$69 | 0.01% | 528 |
|
|
2023
Q3 | $21.5K | Buy |
392
+23
| +6% | +$1.26K | 0.01% | 627 |
|
|
2023
Q2 | $20.9K | Sell |
369
-325
| -47% | -$18.4K | 0.01% | 685 |
|
|
2023
Q1 | $36.3K | Buy |
694
+299
| +76% | +$15.7K | 0.02% | 542 |
|
|
2022
Q4 | $32.9K | Sell |
395
-46
| -10% | -$3.83K | 0.02% | 567 |
|
|
2022
Q3 | $32K | Buy |
441
+29
| +7% | +$2.1K | 0.02% | 575 |
|
|
2022
Q2 | $26K | Sell |
412
-340
| -45% | -$21.5K | 0.02% | 580 |
|
|
2022
Q1 | $63K | Sell |
752
-230
| -23% | -$19.3K | 0.03% | 415 |
|
|
2021
Q4 | $83K | Buy |
982
+48
| +5% | +$4.06K | 0.04% | 349 |
|
|
2021
Q3 | $68K | Sell |
934
-57
| -6% | -$4.15K | 0.04% | 339 |
|
|
2021
Q2 | $72K | Buy |
991
+35
| +4% | +$2.54K | 0.04% | 345 |
|
|
2021
Q1 | $62K | Sell |
956
-263
| -22% | -$17.1K | 0.05% | 348 |
|
|
2020
Q4 | $65K | Buy |
1,219
+890
| +271% | +$47.5K | 0.05% | 279 |
|
|
2020
Q3 | $12K | Buy |
+329
| New | +$12K | 0.01% | 633 |
|