PFA
Professional Financial Advisors’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Sell |
20,857
-84
| -0.4% | -$7.66K | 0.44% | 40 |
|
|
2025
Q1 | $1.64M | Buy |
20,941
+304
| +1% | +$23.8K | 0.42% | 40 |
|
|
2024
Q4 | $1.53M | Buy |
20,637
+646
| +3% | +$47.8K | 0.39% | 43 |
|
|
2024
Q3 | $1.3M | Buy |
19,991
+928
| +5% | +$60.1K | 0.34% | 52 |
|
|
2024
Q2 | $1.4M | Buy |
19,063
+363
| +2% | +$26.8K | 0.39% | 43 |
|
|
2024
Q1 | $1.35M | Buy |
18,700
+2,046
| +12% | +$148K | 0.39% | 43 |
|
|
2023
Q4 | $1.15M | Buy |
16,654
+2,965
| +22% | +$204K | 0.38% | 43 |
|
|
2023
Q3 | $752K | Buy |
13,689
+335
| +3% | +$18.4K | 0.34% | 52 |
|
|
2023
Q2 | $757K | Buy |
13,354
+305
| +2% | +$17.3K | 0.39% | 44 |
|
|
2023
Q1 | $1.1M | Sell |
13,049
-654
| -5% | -$55.1K | 0.65% | 30 |
|
|
2022
Q4 | $1.14M | Buy |
13,703
+43
| +0.3% | +$3.58K | 0.77% | 24 |
|
|
2022
Q3 | $982K | Buy |
13,660
+246
| +2% | +$17.7K | 0.61% | 29 |
|
|
2022
Q2 | $847K | Buy |
13,414
+365
| +3% | +$23K | 0.47% | 44 |
|
|
2022
Q1 | $1.1M | Sell |
13,049
-2,591
| -17% | -$218K | 0.47% | 39 |
|
|
2021
Q4 | $1.32M | Sell |
15,640
-270
| -2% | -$22.7K | 0.57% | 35 |
|
|
2021
Q3 | $1.16M | Buy |
15,910
+340
| +2% | +$24.8K | 0.66% | 29 |
|
|
2021
Q2 | $1.14M | Sell |
15,570
-65
| -0.4% | -$4.76K | 0.63% | 31 |
|
|
2021
Q1 | $1.02M | Buy |
+15,635
| New | +$1.02M | 0.63% | 33 |
|