Personal Capital Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $18M | Sell |
216,491
-2,262
| -1% | -$188K | 0.09% | 137 |
|
|
2022
Q3 | $15.7M | Buy |
218,753
+1,865
| +0.9% | +$134K | 0.09% | 134 |
|
|
2022
Q2 | $13.7M | Buy |
216,888
+2,292
| +1% | +$145K | 0.07% | 143 |
|
|
2022
Q1 | $18.1M | Buy |
214,596
+3,288
| +2% | +$277K | 0.08% | 130 |
|
|
2021
Q4 | $17.8M | Buy |
211,308
+9,427
| +5% | +$795K | 0.08% | 130 |
|
|
2021
Q3 | $14.7M | Buy |
201,881
+13,491
| +7% | +$983K | 0.07% | 132 |
|
|
2021
Q2 | $13.7M | Buy |
188,390
+19,147
| +11% | +$1.39M | 0.07% | 134 |
|
|
2021
Q1 | $11M | Buy |
169,243
+21,618
| +15% | +$1.41M | 0.06% | 146 |
|
|
2020
Q4 | $7.83M | Buy |
147,625
+45,407
| +44% | +$2.41M | 0.05% | 160 |
|
|
2020
Q3 | $3.7M | Sell |
102,218
-647
| -0.6% | -$23.4K | 0.03% | 199 |
|
|
2020
Q2 | $3.47M | Buy |
102,865
+18,079
| +21% | +$610K | 0.03% | 185 |
|
|
2020
Q1 | $2.89M | Buy |
84,786
+12,768
| +18% | +$435K | 0.03% | 186 |
|
|
2019
Q4 | $3.43M | Buy |
72,018
+15,954
| +28% | +$759K | 0.03% | 186 |
|
|
2019
Q3 | $2.35M | Buy |
56,064
+9,619
| +21% | +$402K | 0.02% | 187 |
|
|
2019
Q2 | $1.87M | Buy |
46,445
+14,599
| +46% | +$587K | 0.02% | 190 |
|
|
2019
Q1 | $1.36M | Buy |
+31,846
| New | +$1.36M | 0.02% | 194 |
|