Raleigh Capital Management’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 |
-25
| Closed | -$1.96K | – | 689 |
|
|
2025
Q1 | $1.96K | Sell |
25
-869
| -97% | -$68K | ﹤0.01% | 406 |
|
|
2024
Q4 | $66.2K | Sell |
894
-116
| -11% | -$8.59K | 0.03% | 285 |
|
|
2024
Q3 | $65.4K | Buy |
1,010
+246
| +32% | +$15.9K | 0.03% | 298 |
|
|
2024
Q2 | $56.3K | Buy |
764
+34
| +5% | +$2.51K | 0.02% | 292 |
|
|
2024
Q1 | $52.8K | Buy |
730
+515
| +240% | +$37.3K | 0.02% | 292 |
|
|
2023
Q4 | $14.8K | Buy |
+215
| New | +$14.8K | 0.01% | 498 |
|
|
2023
Q2 | – | Sell |
-48
| Closed | -$2.51K | – | 907 |
|
|
2023
Q1 | $2.51K | Buy |
+48
| New | +$2.51K | ﹤0.01% | 744 |
|
|
2022
Q2 | – | Sell |
-20
| Closed | -$2K | – | 657 |
|
|
2022
Q1 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 546 |
|