ORG 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 | $222K | Buy |
2,439
+862
| +55% | +$78.6K | 0.05% | 301 |
|
|
2025
Q1 | $146K | Sell |
1,577
-924
| -37% | -$85.4K | 0.04% | 323 |
|
|
2024
Q4 | $185K | Buy |
2,501
+1,100
| +79% | +$81.4K | 0.03% | 331 |
|
|
2024
Q3 | $90.8K | Sell |
1,401
-490
| -26% | -$31.8K | 0.01% | 400 |
|
|
2024
Q2 | $139K | Buy |
1,891
+1,877
| +13,407% | +$138K | 0.02% | 506 |
|
|
2024
Q1 | $1.01K | Sell |
14
-1,447
| -99% | -$105K | ﹤0.01% | 443 |
|
|
2023
Q4 | $101K | Buy |
1,461
+532
| +57% | +$36.7K | 0.02% | 394 |
|
|
2023
Q3 | $51K | Sell |
929
-524
| -36% | -$28.8K | 0.02% | 516 |
|
|
2023
Q2 | $83.7K | Buy |
+1,453
| New | +$83.7K | 0.01% | 563 |
|