Pittenger & Anderson Inc’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 | $5.05M | Buy |
55,377
+1,255
| +2% | +$115K | 0.18% | 103 |
|
|
2025
Q1 | $4.24M | Buy |
54,122
+1,682
| +3% | +$132K | 0.16% | 116 |
|
|
2024
Q4 | $3.88M | Sell |
52,440
-229
| -0.4% | -$16.9K | 0.14% | 119 |
|
|
2024
Q3 | $3.41M | Sell |
52,669
-9,875
| -16% | -$640K | 0.13% | 127 |
|
|
2024
Q2 | $4.61M | Buy |
62,544
+1,045
| +2% | +$77K | 0.19% | 98 |
|
|
2024
Q1 | $4.45M | Buy |
61,499
+1,075
| +2% | +$77.8K | 0.18% | 107 |
|
|
2023
Q4 | $4.16M | Sell |
60,424
-4,488
| -7% | -$309K | 0.19% | 108 |
|
|
2023
Q3 | $3.56M | Buy |
64,912
+5,689
| +10% | +$312K | 0.18% | 111 |
|
|
2023
Q2 | $3.36M | Buy |
59,223
+50,947
| +616% | +$2.89M | 0.16% | 116 |
|
|
2023
Q1 | $433K | Buy |
8,276
+6,010
| +265% | +$315K | 0.02% | 167 |
|
|
2022
Q4 | $189K | Sell |
2,266
-916
| -29% | -$76.3K | 0.01% | 200 |
|
|
2022
Q3 | $229K | Sell |
3,182
-3,100
| -49% | -$223K | 0.01% | 185 |
|
|
2022
Q2 | $397K | Sell |
6,282
-599
| -9% | -$37.9K | 0.02% | 168 |
|
|
2022
Q1 | $580K | Buy |
6,881
+74
| +1% | +$6.24K | 0.03% | 158 |
|
|
2021
Q4 | $572K | Buy |
6,807
+4,312
| +173% | +$362K | 0.03% | 161 |
|
|
2021
Q3 | $182K | Hold |
2,495
| – | – | 0.01% | 210 |
|
|
2021
Q2 | $182K | Buy |
2,495
+2,000
| +404% | +$146K | 0.01% | 208 |
|
|
2021
Q1 | $32K | Sell |
495
-1,500
| -75% | -$97K | ﹤0.01% | 273 |
|
|
2020
Q4 | $106K | Sell |
1,995
-1,000
| -33% | -$53.1K | 0.01% | 227 |
|
|
2020
Q3 | $109K | Sell |
2,995
-850
| -22% | -$30.9K | 0.01% | 220 |
|
|
2020
Q2 | $130K | Sell |
3,845
-2,308
| -38% | -$78K | 0.01% | 214 |
|
|
2020
Q1 | $207K | Buy |
6,153
+2,700
| +78% | +$90.8K | 0.02% | 186 |
|
|
2019
Q4 | $164K | Sell |
3,453
-50,579
| -94% | -$2.4M | 0.01% | 226 |
|
|
2019
Q3 | $2.26M | Sell |
54,032
-60,642
| -53% | -$2.54M | 0.16% | 139 |
|
|
2019
Q2 | $4.61M | Sell |
114,674
-65,681
| -36% | -$2.64M | 0.34% | 80 |
|
|
2019
Q1 | $7.71M | Buy |
180,355
+7,073
| +4% | +$302K | 0.6% | 40 |
|
|
2018
Q4 | $7.2M | Buy |
173,282
+8,291
| +5% | +$344K | 0.66% | 39 |
|
|
2018
Q3 | $8.11M | Buy |
164,991
+675
| +0.4% | +$33.2K | 0.64% | 36 |
|
|
2018
Q2 | $8.4M | Buy |
164,316
+1,995
| +1% | +$102K | 0.72% | 31 |
|
|
2018
Q1 | $8.48M | Sell |
162,321
-2,310
| -1% | -$121K | 0.74% | 30 |
|
|
2017
Q4 | $8.46M | Sell |
164,631
-12,580
| -7% | -$646K | 0.74% | 30 |
|
|
2017
Q3 | $7.51M | Buy |
177,211
+7,215
| +4% | +$306K | 0.68% | 28 |
|
|
2017
Q2 | $7.07M | Buy |
169,996
+26,346
| +18% | +$1.1M | 0.68% | 30 |
|
|
2017
Q1 | $5.86M | Buy |
143,650
+10,705
| +8% | +$437K | 0.59% | 38 |
|
|
2016
Q4 | $5.25M | Buy |
132,945
+65,330
| +97% | +$2.58M | 0.56% | 44 |
|
|
2016
Q3 | $2.14M | Buy |
67,615
+20,420
| +43% | +$645K | 0.24% | 107 |
|
|
2016
Q2 | $1.2M | Buy |
47,195
+20,760
| +79% | +$526K | 0.13% | 154 |
|
|
2016
Q1 | $741K | Buy |
26,435
+23,635
| +844% | +$663K | 0.09% | 168 |
|
|
2015
Q4 | $92K | Hold |
2,800
| – | – | 0.01% | 271 |
|
|
2015
Q3 | $80K | Sell |
2,800
-80
| -3% | -$2.29K | 0.01% | 285 |
|
|
2015
Q2 | $94K | Buy |
2,880
+80
| +3% | +$2.61K | 0.01% | 286 |
|
|
2015
Q1 | $85K | Hold |
2,800
| – | – | 0.01% | 289 |
|
|
2014
Q4 | $85K | Hold |
2,800
| – | – | 0.01% | 279 |
|
|
2014
Q3 | $82K | Hold |
2,800
| – | – | 0.01% | 259 |
|
|
2014
Q2 | $75K | Buy |
+2,800
| New | +$75K | 0.01% | 272 |
|