Personal CFO Solutions’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 | $1.06M | Buy |
11,591
+134
| +1% | +$12.2K | 0.2% | 101 |
|
|
2025
Q1 | $897K | Buy |
11,457
+221
| +2% | +$17.3K | 0.18% | 115 |
|
|
2024
Q4 | $832K | Buy |
11,236
+130
| +1% | +$9.62K | 0.16% | 123 |
|
|
2024
Q3 | $720K | Sell |
11,106
-791
| -7% | -$51.3K | 0.1% | 199 |
|
|
2024
Q2 | $877K | Sell |
11,897
-368
| -3% | -$27.1K | 0.13% | 143 |
|
|
2024
Q1 | $887K | Buy |
12,265
+580
| +5% | +$42K | 0.14% | 142 |
|
|
2023
Q4 | $804K | Buy |
11,685
+2,291
| +24% | +$158K | 0.14% | 156 |
|
|
2023
Q3 | $516K | Buy |
9,394
+1,665
| +22% | +$91.4K | 0.1% | 192 |
|
|
2023
Q2 | $438K | Buy |
7,729
+525
| +7% | +$29.8K | 0.09% | 226 |
|
|
2023
Q1 | $377K | Buy |
7,204
+554
| +8% | +$29K | 0.08% | 258 |
|
|
2022
Q4 | $554K | Sell |
6,650
-719
| -10% | -$59.9K | 0.12% | 175 |
|
|
2022
Q3 | $530K | Buy |
7,369
+1,610
| +28% | +$116K | 0.13% | 146 |
|
|
2022
Q2 | $364K | Sell |
5,759
-456
| -7% | -$28.8K | 0.09% | 219 |
|
|
2022
Q1 | $524K | Buy |
6,215
+390
| +7% | +$32.9K | 0.1% | 193 |
|
|
2021
Q4 | $490K | Sell |
5,825
-280
| -5% | -$23.6K | 0.09% | 202 |
|
|
2021
Q3 | $445K | Buy |
6,105
+1,346
| +28% | +$98.1K | 0.09% | 204 |
|
|
2021
Q2 | $347K | Buy |
4,759
+150
| +3% | +$10.9K | 0.07% | 250 |
|
|
2021
Q1 | $300K | Sell |
4,609
-534
| -10% | -$34.8K | 0.06% | 257 |
|
|
2020
Q4 | $273K | Buy |
+5,143
| New | +$273K | 0.07% | 265 |
|