Pure Financial 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 | $888K | Buy |
9,737
+463
| +5% | +$42.2K | 0.02% | 213 |
|
|
2025
Q1 | $726K | Buy |
9,274
+3,787
| +69% | +$296K | 0.02% | 198 |
|
|
2024
Q4 | $406K | Buy |
5,487
+7
| +0.1% | +$518 | 0.01% | 246 |
|
|
2024
Q3 | $355K | Buy |
5,480
+622
| +13% | +$40.3K | 0.01% | 254 |
|
|
2024
Q2 | $358K | Sell |
4,858
-25
| -0.5% | -$1.84K | 0.01% | 237 |
|
|
2024
Q1 | $353K | Sell |
4,883
-1,630
| -25% | -$118K | 0.01% | 239 |
|
|
2023
Q4 | $448K | Buy |
+6,513
| New | +$448K | 0.02% | 202 |
|
|
2023
Q1 | – | Sell |
-2,701
| Closed | -$225K | – | 257 |
|
|
2022
Q4 | $225K | Buy |
+2,701
| New | +$225K | 0.01% | 224 |
|