Patrick M. Sweeney & Associates’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 | $1.22M | Buy |
13,330
+110
| +0.8% | +$10.1K | 0.84% | 26 |
|
|
2025
Q1 | $1.03M | Buy |
13,220
+1
| +0% | +$78 | 0.77% | 28 |
|
|
2024
Q4 | $978K | Hold |
13,219
| – | – | 0.73% | 32 |
|
|
2024
Q3 | $857K | Buy |
13,219
+692
| +6% | +$44.8K | 0.63% | 36 |
|
|
2024
Q2 | $916K | Buy |
12,527
+925
| +8% | +$67.6K | 0.74% | 29 |
|
|
2024
Q1 | $839K | Buy |
11,602
+221
| +2% | +$16K | 0.69% | 33 |
|
|
2023
Q4 | $783K | Buy |
+11,381
| New | +$783K | 0.72% | 32 |
|