PFG Investments’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 | $543K | Buy |
5,951
+550
| +10% | +$50.2K | 0.03% | 497 |
|
|
2025
Q1 | $423K | Sell |
5,401
-22
| -0.4% | -$1.72K | 0.03% | 561 |
|
|
2024
Q4 | $401K | Sell |
5,423
-229
| -4% | -$16.9K | 0.03% | 589 |
|
|
2024
Q3 | $366K | Sell |
5,652
-1,658
| -23% | -$107K | 0.02% | 617 |
|
|
2024
Q2 | $539K | Sell |
7,310
-14,115
| -66% | -$1.04M | 0.04% | 422 |
|
|
2024
Q1 | $1.55M | Buy |
21,425
+15,792
| +280% | +$1.14M | 0.09% | 248 |
|
|
2023
Q4 | $388K | Sell |
5,633
-117
| -2% | -$8.05K | 0.07% | 298 |
|
|
2023
Q3 | $316K | Buy |
5,750
+1,508
| +36% | +$82.8K | 0.06% | 337 |
|
|
2023
Q2 | $240K | Buy |
+4,242
| New | +$240K | 0.04% | 420 |
|