O'Dell 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
Q1 | – | Sell |
-3,417
| Closed | -$253K | – | 86 |
|
|
2024
Q4 | $253K | Buy |
3,417
+1
| +0% | +$74 | 0.06% | 85 |
|
|
2024
Q3 | $221K | Buy |
3,416
+2
| +0.1% | +$130 | 0.05% | 91 |
|
|
2024
Q2 | $247K | Hold |
3,414
| – | – | 0.06% | 78 |
|
|
2024
Q1 | $247K | Hold |
3,414
| – | – | 0.06% | 78 |
|
|
2023
Q4 | $235K | Buy |
+3,414
| New | +$235K | 0.06% | 76 |
|
|
2023
Q3 | – | Sell |
-3,295
| Closed | -$187K | – | 401 |
|
|
2023
Q2 | $187K | Buy |
+3,295
| New | +$187K | 0.05% | 83 |
|