O'Rourke & Company’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 | $1.1M | Sell |
12,057
-671
| -5% | -$61.2K | 0.51% | 48 |
|
|
2025
Q1 | $996K | Sell |
12,728
-230
| -2% | -$18K | 0.49% | 49 |
|
|
2024
Q4 | $959K | Buy |
12,958
+142
| +1% | +$10.5K | 0.47% | 47 |
|
|
2024
Q3 | $831K | Sell |
12,816
-41
| -0.3% | -$2.66K | 0.42% | 53 |
|
|
2024
Q2 | $947K | Sell |
12,857
-386
| -3% | -$28.4K | 0.53% | 42 |
|
|
2024
Q1 | $958K | Buy |
13,243
+1,018
| +8% | +$73.6K | 0.56% | 40 |
|
|
2023
Q4 | $841K | Buy |
12,225
+2,596
| +27% | +$179K | 0.54% | 44 |
|
|
2023
Q3 | $529K | Buy |
9,629
+1,364
| +17% | +$74.9K | 0.39% | 57 |
|
|
2023
Q2 | $468K | Buy |
+8,265
| New | +$468K | 0.33% | 63 |
|