Phoenix Financial’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 | $530K | Buy |
5,819
+1,019
| +21% | +$92.9K | 0.01% | 282 |
|
|
2025
Q1 | $378K | Sell |
4,800
-488
| -9% | -$38.4K | 0.01% | 275 |
|
|
2024
Q4 | $391K | Sell |
5,288
-92,223
| -95% | -$6.83M | 0.01% | 285 |
|
|
2024
Q3 | $6.32M | Buy |
97,511
+34,931
| +56% | +$2.26M | 0.09% | 117 |
|
|
2024
Q2 | $4.61M | Buy |
62,580
+57,275
| +1,080% | +$4.22M | 0.07% | 144 |
|
|
2024
Q1 | $383K | Sell |
5,305
-7,909
| -60% | -$570K | 0.01% | 296 |
|
|
2023
Q4 | $986K | Buy |
+13,214
| New | +$986K | 0.02% | 215 |
|
|
2023
Q2 | – | Sell |
-40,426
| Closed | -$2.12M | – | 349 |
|
|
2023
Q1 | $2.12M | Buy |
40,426
+7,498
| +23% | +$393K | 0.05% | 142 |
|
|
2022
Q4 | $2.74M | Sell |
32,928
-9,247
| -22% | -$770K | 0.05% | 117 |
|
|
2022
Q3 | $3.07M | Buy |
42,175
+3,271
| +8% | +$238K | 0.07% | 117 |
|
|
2022
Q2 | $2.46M | Buy |
38,904
+5,682
| +17% | +$359K | 0.05% | 145 |
|
|
2022
Q1 | $2.82M | Buy |
33,222
+28,460
| +598% | +$2.42M | 0.05% | 164 |
|
|
2021
Q4 | $406K | Sell |
4,762
-528
| -10% | -$45K | 0.01% | 297 |
|
|
2021
Q3 | $397K | Buy |
+5,290
| New | +$397K | 0.01% | 335 |
|
|
2021
Q2 | – | Sell |
-5,919
| Closed | -$383K | – | 390 |
|
|
2021
Q1 | $383K | Sell |
5,919
-1,575
| -21% | -$102K | 0.01% | 327 |
|
|
2020
Q4 | $392K | Sell |
7,494
-61,960
| -89% | -$3.24M | 0.01% | 270 |
|
|
2020
Q3 | $2.34M | Buy |
69,454
+4,700
| +7% | +$159K | 0.1% | 136 |
|
|
2020
Q2 | $2.02M | Buy |
64,754
+7,483
| +13% | +$233K | 0.09% | 158 |
|
|
2020
Q1 | $1.87M | Buy |
+57,271
| New | +$1.87M | 0.09% | 159 |
|