Nilsine Partners’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 | $822K | Sell |
9,007
-145
| -2% | -$13.2K | 0.08% | 220 |
|
|
2025
Q1 | $716K | Sell |
9,152
-2,514
| -22% | -$197K | 0.08% | 210 |
|
|
2024
Q4 | $863K | Sell |
11,666
-3,154
| -21% | -$233K | 0.09% | 202 |
|
|
2024
Q3 | $960K | Sell |
14,820
-709
| -5% | -$46K | 0.12% | 176 |
|
|
2024
Q2 | $1.14M | Buy |
15,529
+101
| +0.7% | +$7.44K | 0.15% | 153 |
|
|
2024
Q1 | $1.12M | Buy |
15,428
+94
| +0.6% | +$6.8K | 0.15% | 158 |
|
|
2023
Q4 | $1.05M | Sell |
15,334
-585
| -4% | -$40.2K | 0.16% | 156 |
|
|
2023
Q3 | $874K | Sell |
15,919
-814
| -5% | -$44.7K | 0.13% | 175 |
|
|
2023
Q2 | $948K | Buy |
16,733
+8,700
| +108% | +$493K | 0.14% | 173 |
|
|
2023
Q1 | $421K | Buy |
+8,033
| New | +$421K | 0.07% | 255 |
|