Pinnacle Wealth Management Advisory Group’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 | $879K | Buy |
9,631
+184
| +2% | +$16.8K | 0.07% | 153 |
|
|
2025
Q1 | $740K | Sell |
9,447
-693
| -7% | -$54.2K | 0.07% | 162 |
|
|
2024
Q4 | $750K | Sell |
10,140
-57
| -0.6% | -$4.22K | 0.07% | 157 |
|
|
2024
Q3 | $661K | Buy |
10,197
+107
| +1% | +$6.94K | 0.06% | 168 |
|
|
2024
Q2 | $744K | Buy |
10,090
+13
| +0.1% | +$958 | 0.08% | 149 |
|
|
2024
Q1 | $729K | Buy |
10,077
+140
| +1% | +$10.1K | 0.08% | 153 |
|
|
2023
Q4 | $684K | Sell |
9,937
-2,701
| -21% | -$186K | 0.08% | 151 |
|
|
2023
Q3 | $694K | Sell |
12,638
-1,000
| -7% | -$54.9K | 0.09% | 138 |
|
|
2023
Q2 | $773K | Sell |
13,638
-2,425
| -15% | -$137K | 0.1% | 139 |
|
|
2023
Q1 | $841K | Sell |
16,063
-3,673
| -19% | -$192K | 0.11% | 130 |
|
|
2022
Q4 | $1.64M | Buy |
19,736
+818
| +4% | +$68.1K | 0.25% | 83 |
|
|
2022
Q3 | $1.36M | Buy |
18,918
+1,714
| +10% | +$123K | 0.23% | 87 |
|
|
2022
Q2 | $1.09M | Buy |
17,204
+3,504
| +26% | +$221K | 0.18% | 100 |
|
|
2022
Q1 | $1.16M | Buy |
13,700
+1,176
| +9% | +$99.1K | 0.17% | 111 |
|
|
2021
Q4 | $1.05M | Buy |
12,524
+5,580
| +80% | +$469K | 0.17% | 114 |
|
|
2021
Q3 | $506K | Buy |
6,944
+511
| +8% | +$37.2K | 0.12% | 145 |
|
|
2021
Q2 | $468K | Buy |
6,433
+1,656
| +35% | +$120K | 0.11% | 148 |
|
|
2021
Q1 | $311K | Buy |
4,777
+815
| +21% | +$53.1K | 0.09% | 151 |
|
|
2020
Q4 | $210K | Buy |
+3,962
| New | +$210K | 0.06% | 178 |
|