NVWM LLC’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 | $1.37K | Buy |
15
+7
| +88% | +$639 | ﹤0.01% | 485 |
|
|
2025
Q1 | $626 | Hold |
8
| – | – | ﹤0.01% | 542 |
|
|
2024
Q4 | $592 | Hold |
8
| – | – | ﹤0.01% | 530 |
|
|
2024
Q3 | $518 | Hold |
8
| – | – | ﹤0.01% | 544 |
|
|
2024
Q2 | $590 | Hold |
8
| – | – | ﹤0.01% | 508 |
|
|
2024
Q1 | $579 | Buy |
+8
| New | +$579 | ﹤0.01% | 488 |
|
|
2022
Q3 | – | Sell |
-1,120
| Closed | -$71K | – | 483 |
|
|
2022
Q2 | $71K | Sell |
1,120
-1
| -0.1% | -$63 | 0.03% | 217 |
|
|
2022
Q1 | $94K | Buy |
+1,121
| New | +$94K | 0.03% | 226 |
|
|
2019
Q4 | – | Sell |
-25
| Closed | -$1K | – | 350 |
|
|
2019
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 347 |
|
|
2019
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 359 |
|
|
2019
Q1 | $1K | Sell |
25
-6,508
| -100% | -$260K | ﹤0.01% | 326 |
|
|
2018
Q4 | $271K | Sell |
6,533
-4,613
| -41% | -$191K | 0.2% | 134 |
|
|
2018
Q3 | $548K | Buy |
11,146
+2,969
| +36% | +$146K | 0.35% | 96 |
|
|
2018
Q2 | $418K | Hold |
8,177
| – | – | 0.29% | 111 |
|
|
2018
Q1 | $412K | Buy |
8,177
+344
| +4% | +$17.3K | 0.3% | 106 |
|
|
2017
Q4 | $402K | Buy |
+7,833
| New | +$402K | 0.31% | 105 |
|