Prosperitas Financial’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 | Buy |
3,534
+9
| +0.3% | +$821 | 0.15% | 45 |
|
|
2025
Q1 | $276K | Sell |
3,525
-98
| -3% | -$7.67K | 0.14% | 45 |
|
|
2024
Q4 | $268K | Sell |
3,623
-125
| -3% | -$9.25K | 0.14% | 53 |
|
|
2024
Q3 | $243K | Buy |
3,748
+337
| +10% | +$21.8K | 0.13% | 56 |
|
|
2024
Q2 | $251K | Sell |
3,411
-403
| -11% | -$29.7K | 0.15% | 52 |
|
|
2024
Q1 | $276K | Sell |
3,814
-528
| -12% | -$38.2K | 0.18% | 53 |
|
|
2023
Q4 | $299K | Sell |
4,342
-277
| -6% | -$19.1K | 0.22% | 52 |
|
|
2023
Q3 | $254K | Buy |
+4,619
| New | +$254K | 0.2% | 58 |
|