PrairieView Partners’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 | $14K | Hold |
162
| – | – | ﹤0.01% | 264 |
|
|
2025
Q1 | $12K | Hold |
162
| – | – | ﹤0.01% | 271 |
|
|
2024
Q4 | $11K | Hold |
162
| – | – | ﹤0.01% | 280 |
|
|
2024
Q3 | $10K | Hold |
162
| – | – | ﹤0.01% | 285 |
|
|
2024
Q2 | $11K | Hold |
162
| – | – | ﹤0.01% | 290 |
|
|
2024
Q1 | $12K | Hold |
162
| – | – | ﹤0.01% | 276 |
|
|
2023
Q4 | $11K | Buy |
+162
| New | +$11K | ﹤0.01% | 270 |
|