Plancorp LLC’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 | $295K | Buy |
3,236
+86
| +3% | +$7.85K | 0.01% | 295 |
|
|
2025
Q1 | $247K | Buy |
3,150
+257
| +9% | +$20.1K | 0.01% | 314 |
|
|
2024
Q4 | $214K | Buy |
+2,893
| New | +$214K | 0.01% | 305 |
|
|
2024
Q3 | – | Sell |
-3,108
| Closed | -$229K | – | 326 |
|
|
2024
Q2 | $229K | Buy |
3,108
+184
| +6% | +$13.6K | 0.01% | 274 |
|
|
2024
Q1 | $212K | Buy |
+2,924
| New | +$212K | 0.01% | 277 |
|