Pacifica 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 | $102K | Sell |
1,136
-15
| -1% | -$1.35K | 0.04% | 146 |
|
|
2025
Q1 | $86.2K | Buy |
1,151
+41
| +4% | +$3.07K | 0.04% | 154 |
|
|
2024
Q4 | $81.9K | Hold |
1,110
| – | – | 0.04% | 162 |
|
|
2024
Q3 | $71.9K | Hold |
1,110
| – | – | 0.03% | 179 |
|
|
2024
Q2 | $82.3K | Buy |
1,110
+45
| +4% | +$3.34K | 0.04% | 165 |
|
|
2024
Q1 | $75.9K | Hold |
1,065
| – | – | 0.03% | 174 |
|
|
2023
Q4 | $66.3K | Hold |
1,065
| – | – | 0.03% | 181 |
|
|
2023
Q3 | $54.4K | Buy |
+1,065
| New | +$54.4K | 0.03% | 184 |
|
|
2020
Q3 | – | Sell |
-102
| Closed | -$3K | – | 375 |
|
|
2020
Q2 | $3K | Hold |
102
| – | – | ﹤0.01% | 329 |
|
|
2020
Q1 | $4K | Buy |
+102
| New | +$4K | 0.01% | 304 |
|