Principal Securities’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 | $13.1M | Buy |
143,926
+10,083
| +8% | +$920K | 0.25% | 78 |
|
|
2025
Q1 | $9.91M | Hold |
133,843
| – | – | 0.22% | 89 |
|
|
2024
Q4 | $9.91M | Buy |
133,843
+5,663
| +4% | +$419K | 0.22% | 88 |
|
|
2024
Q3 | $8.31M | Buy |
128,180
+5,798
| +5% | +$376K | 0.2% | 94 |
|
|
2024
Q2 | $9.02M | Buy |
122,382
+9,281
| +8% | +$684K | 0.25% | 77 |
|
|
2024
Q1 | $8.18M | Buy |
113,101
+22,757
| +25% | +$1.65M | 0.25% | 78 |
|
|
2023
Q4 | $6.22M | Buy |
+90,344
| New | +$6.22M | 0.23% | 89 |
|