PSI Advisors’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 | – | Sell |
-509
| Closed | -$39.8K | – | 576 |
|
|
2025
Q1 | $39.8K | Hold |
509
| – | – | 0.01% | 265 |
|
|
2024
Q4 | $37.7K | Hold |
509
| – | – | 0.01% | 319 |
|
|
2024
Q3 | $33K | Hold |
509
| – | – | 0.01% | 333 |
|
|
2024
Q2 | $37.5K | Sell |
509
-74
| -13% | -$5.45K | 0.01% | 299 |
|
|
2024
Q1 | $42.2K | Hold |
583
| – | – | 0.02% | 282 |
|
|
2023
Q4 | $40.1K | Sell |
583
-300
| -34% | -$20.6K | 0.02% | 296 |
|
|
2023
Q3 | $48.5K | Buy |
883
+53
| +6% | +$2.91K | 0.02% | 252 |
|
|
2023
Q2 | $47K | Buy |
830
+630
| +315% | +$35.7K | 0.02% | 251 |
|
|
2023
Q1 | $10.5K | Buy |
+200
| New | +$10.5K | 0.01% | 422 |
|