Private Client Services’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 | $322K | Sell |
3,525
-72
| -2% | -$6.57K | 0.13% | 141 |
|
|
2025
Q1 | $282K | Buy |
3,597
+2
| +0.1% | +$157 | 0.14% | 138 |
|
|
2024
Q4 | $266K | Buy |
3,595
+2
| +0.1% | +$148 | 0.14% | 138 |
|
|
2024
Q3 | $233K | Buy |
3,593
+3
| +0.1% | +$194 | 0.13% | 151 |
|
|
2024
Q2 | $265K | Sell |
3,590
-338
| -9% | -$24.9K | 0.17% | 108 |
|
|
2024
Q1 | $284K | Sell |
3,928
-153
| -4% | -$11.1K | 0.19% | 103 |
|
|
2023
Q4 | $281K | Buy |
+4,081
| New | +$281K | 0.23% | 110 |
|