Readystate Asset 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 | – | Hold |
0
| – | – | – | 752 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 530 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 518 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 519 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 585 |
|
|
2024
Q1 | – | Sell |
-3,380
| Closed | -$233K | – | 486 |
|
|
2023
Q4 | $233K | Sell |
3,380
-51,378
| -94% | -$3.53M | 0.01% | 183 |
|
|
2023
Q3 | $3.01M | Buy |
+54,758
| New | +$3.01M | 0.15% | 85 |
|