Paladin Advisory 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
Q2 | $4.74K | Hold |
52
| – | – | ﹤0.01% | 218 |
|
|
2025
Q1 | $4.07K | Hold |
52
| – | – | ﹤0.01% | 215 |
|
|
2024
Q4 | $3.85K | Hold |
52
| – | – | ﹤0.01% | 221 |
|
|
2024
Q3 | $3.37K | Hold |
52
| – | – | ﹤0.01% | 224 |
|
|
2024
Q2 | $3.82K | Hold |
52
| – | – | ﹤0.01% | 212 |
|
|
2024
Q1 | $3.76K | Hold |
52
| – | – | ﹤0.01% | 210 |
|
|
2023
Q4 | $3.58K | Hold |
52
| – | – | ﹤0.01% | 212 |
|
|
2023
Q3 | $2.86K | Hold |
52
| – | – | ﹤0.01% | 243 |
|
|
2023
Q2 | $2.95K | Hold |
52
| – | – | ﹤0.01% | 248 |
|
|
2023
Q1 | $2.72K | Buy |
+52
| New | +$2.72K | ﹤0.01% | 251 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 190 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 195 |
|
|
2022
Q2 | – | Sell |
-52
| Closed | -$4K | – | 195 |
|
|
2022
Q1 | $4K | Buy |
+52
| New | +$4K | ﹤0.01% | 253 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 190 |
|