Ogorek Anthony Joseph’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 | $19K | Hold |
217
| – | – | 0.01% | 293 |
|
|
2025
Q1 | $16K | Buy |
+217
| New | +$16K | 0.01% | 309 |
|
|
2020
Q1 | – | Sell |
-371
| Closed | -$17K | – | 223 |
|
|
2019
Q4 | $17K | Buy |
371
+2
| +0.5% | +$92 | 0.01% | 104 |
|
|
2019
Q3 | $15K | Buy |
369
+1
| +0.3% | +$41 | 0.01% | 90 |
|
|
2019
Q2 | $14K | Buy |
368
+2
| +0.5% | +$76 | 0.01% | 93 |
|
|
2019
Q1 | $15K | Buy |
366
+1
| +0.3% | +$41 | 0.01% | 84 |
|
|
2018
Q4 | $15K | Buy |
365
+1
| +0.3% | +$41 | 0.01% | 75 |
|
|
2018
Q3 | $17K | Buy |
364
+1
| +0.3% | +$47 | 0.01% | 72 |
|
|
2018
Q2 | $18K | Buy |
363
+1
| +0.3% | +$50 | 0.01% | 61 |
|
|
2018
Q1 | $18K | Buy |
+362
| New | +$18K | 0.02% | 52 |
|