PDS Planning’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 | $874K | Buy |
9,580
+198
| +2% | +$18.1K | 0.07% | 145 |
|
|
2025
Q1 | $734K | Buy |
9,382
+1,170
| +14% | +$91.6K | 0.06% | 155 |
|
|
2024
Q4 | $608K | Buy |
8,212
+503
| +7% | +$37.2K | 0.05% | 160 |
|
|
2024
Q3 | $500K | Sell |
7,709
-51
| -0.7% | -$3.31K | 0.04% | 194 |
|
|
2024
Q2 | $572K | Buy |
7,760
+169
| +2% | +$12.5K | 0.06% | 149 |
|
|
2024
Q1 | $549K | Buy |
7,591
+338
| +5% | +$24.5K | 0.06% | 149 |
|
|
2023
Q4 | $499K | Sell |
7,253
-235
| -3% | -$16.2K | 0.06% | 146 |
|
|
2023
Q3 | $411K | Buy |
7,488
+262
| +4% | +$14.4K | 0.05% | 160 |
|
|
2023
Q2 | $410K | Buy |
7,226
+2,403
| +50% | +$136K | 0.05% | 161 |
|
|
2023
Q1 | $253K | Buy |
4,823
+757
| +19% | +$39.7K | 0.03% | 226 |
|
|
2022
Q4 | $339K | Buy |
4,066
+160
| +4% | +$13.3K | 0.05% | 135 |
|
|
2022
Q3 | $281K | Buy |
3,906
+368
| +10% | +$26.5K | 0.05% | 139 |
|
|
2022
Q2 | $224K | Buy |
3,538
+260
| +8% | +$16.5K | 0.04% | 175 |
|
|
2022
Q1 | $276K | Buy |
3,278
+721
| +28% | +$60.7K | 0.05% | 161 |
|
|
2021
Q4 | $215K | Buy |
+2,557
| New | +$215K | 0.04% | 181 |
|