Nicolet 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 | $2.3M | Buy |
24,049
+2,091
| +10% | +$200K | 0.2% | 65 |
|
|
2025
Q1 | $1.62M | Buy |
21,958
+784
| +4% | +$57.9K | 0.16% | 72 |
|
|
2024
Q4 | $1.54M | Buy |
21,174
+1,019
| +5% | +$74.2K | 0.14% | 79 |
|
|
2024
Q3 | $1.28M | Buy |
20,155
+4,677
| +30% | +$297K | 0.12% | 88 |
|
|
2024
Q2 | $1.16M | Buy |
15,478
+1,646
| +12% | +$123K | 0.11% | 93 |
|
|
2024
Q1 | $1,000K | Sell |
13,832
-923
| -6% | -$66.7K | 0.1% | 94 |
|
|
2023
Q4 | $992K | Buy |
14,755
+623
| +4% | +$41.9K | 0.11% | 96 |
|
|
2023
Q3 | $727K | Buy |
14,132
+2,144
| +18% | +$110K | 0.08% | 122 |
|
|
2023
Q2 | $671K | Buy |
11,988
+2,193
| +22% | +$123K | 0.07% | 128 |
|
|
2023
Q1 | $483K | Buy |
9,795
+5,788
| +144% | +$286K | 0.06% | 152 |
|
|
2022
Q4 | $334K | Buy |
+4,007
| New | +$334K | 0.04% | 170 |
|