Rakuten Securities’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 | $2.37K | Sell |
26
-19
| -42% | -$1.73K | ﹤0.01% | 584 |
|
|
2025
Q1 | $3.52K | Sell |
45
-127
| -74% | -$9.94K | ﹤0.01% | 527 |
|
|
2024
Q4 | $12.7K | Buy |
172
+154
| +856% | +$11.4K | 0.01% | 363 |
|
|
2024
Q3 | $1.17K | Sell |
18
-404
| -96% | -$26.2K | ﹤0.01% | 555 |
|
|
2024
Q2 | $31.1K | Sell |
422
-2,168
| -84% | -$160K | 0.01% | 216 |
|
|
2024
Q1 | $187K | Buy |
2,590
+118
| +5% | +$8.54K | 0.08% | 94 |
|
|
2023
Q4 | $170K | Buy |
+2,472
| New | +$170K | 0.13% | 96 |
|