Perennial Investment Advisors’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 | $337K | Buy |
3,696
+423
| +13% | +$38.6K | 0.03% | 318 |
|
|
2025
Q1 | $256K | Buy |
3,273
+219
| +7% | +$17.1K | 0.03% | 346 |
|
|
2024
Q4 | $226K | Sell |
3,054
-178
| -6% | -$13.2K | 0.03% | 360 |
|
|
2024
Q3 | $209K | Buy |
3,232
+20
| +0.6% | +$1.3K | 0.03% | 355 |
|
|
2024
Q2 | $237K | Sell |
3,212
-99
| -3% | -$7.3K | 0.03% | 313 |
|
|
2024
Q1 | $240K | Hold |
3,311
| – | – | 0.04% | 286 |
|
|
2023
Q4 | $228K | Buy |
+3,311
| New | +$228K | 0.04% | 287 |
|