Pathway Financial Advisers’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-268
| Closed | -$19.8K | – | 358 |
|
|
2024
Q4 | $19.8K | Buy |
268
+1
| +0.4% | +$74 | 0.01% | 306 |
|
|
2024
Q3 | $17.3K | Hold |
267
| – | – | 0.01% | 258 |
|
|
2024
Q2 | $19.6K | Buy |
267
+3
| +1% | +$220 | 0.01% | 292 |
|
|
2024
Q1 | $19.2K | Sell |
264
-80
| -23% | -$5.8K | 0.01% | 294 |
|
|
2023
Q4 | $23.7K | Buy |
344
+1
| +0.3% | +$69 | 0.01% | 282 |
|
|
2023
Q3 | $18.8K | Buy |
+343
| New | +$18.8K | 0.01% | 299 |
|
|
2023
Q1 | $17.8K | Buy |
340
+201
| +145% | +$10.5K | 0.01% | 322 |
|
|
2022
Q4 | $11.6K | Buy |
+139
| New | +$11.6K | ﹤0.01% | 393 |
|