Physicians Financial Services’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 | $306K | Buy |
3,350
+400
| +14% | +$36.5K | 0.09% | 94 |
|
|
2025
Q1 | $231K | Buy |
+2,950
| New | +$231K | 0.07% | 103 |
|
|
2019
Q4 | – | Sell |
-4,852
| Closed | -$203K | – | 125 |
|
|
2019
Q3 | $203K | Buy |
+4,852
| New | +$203K | 0.12% | 117 |
|
|
2019
Q2 | – | Sell |
-4,752
| Closed | -$203K | – | 122 |
|
|
2019
Q1 | $203K | Buy |
+4,752
| New | +$203K | 0.13% | 113 |
|
|
2018
Q4 | – | Sell |
-5,050
| Closed | -$249K | – | 113 |
|
|
2018
Q3 | $249K | Hold |
5,050
| – | – | 0.17% | 98 |
|
|
2018
Q2 | $258K | Sell |
5,050
-300
| -6% | -$15.3K | 0.19% | 95 |
|
|
2018
Q1 | $272K | Buy |
5,350
+50
| +0.9% | +$2.54K | 0.22% | 92 |
|
|
2017
Q4 | $272K | Hold |
5,300
| – | – | 0.21% | 99 |
|
|
2017
Q3 | $232K | Sell |
5,300
-100
| -2% | -$4.38K | 0.19% | 105 |
|
|
2017
Q2 | $232K | Sell |
5,400
-102
| -2% | -$4.38K | 0.2% | 106 |
|
|
2017
Q1 | $225K | Sell |
5,502
-200
| -4% | -$8.18K | 0.19% | 104 |
|
|
2016
Q4 | $164K | Sell |
5,702
-100
| -2% | -$2.88K | 0.13% | 113 |
|
|
2016
Q3 | $183K | Hold |
5,802
| – | – | 0.15% | 106 |
|
|
2016
Q2 | $147K | Hold |
5,802
| – | – | 0.13% | 115 |
|
|
2016
Q1 | $163K | Sell |
5,802
-300
| -5% | -$8.43K | 0.15% | 111 |
|
|
2015
Q4 | $201K | Buy |
+6,102
| New | +$201K | 0.19% | 106 |
|