Relyea Zuckerberg Hanson’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 | $543K | Buy |
5,951
+316
| +6% | +$28.8K | 0.06% | 143 |
|
|
2025
Q1 | $441K | Buy |
5,635
+222
| +4% | +$17.4K | 0.06% | 162 |
|
|
2024
Q4 | $401K | Buy |
5,413
+148
| +3% | +$11K | 0.05% | 170 |
|
|
2024
Q3 | $341K | Sell |
5,265
-103
| -2% | -$6.68K | 0.05% | 184 |
|
|
2024
Q2 | $396K | Buy |
5,368
+275
| +5% | +$20.3K | 0.07% | 147 |
|
|
2024
Q1 | $368K | Buy |
5,093
+214
| +4% | +$15.5K | 0.06% | 154 |
|
|
2023
Q4 | $336K | Buy |
4,879
+63
| +1% | +$4.34K | 0.07% | 153 |
|
|
2023
Q3 | $264K | Buy |
4,816
+217
| +5% | +$11.9K | 0.06% | 159 |
|
|
2023
Q2 | $261K | Buy |
4,599
+42
| +0.9% | +$2.38K | 0.06% | 165 |
|
|
2023
Q1 | $239K | Sell |
4,557
-1,083
| -19% | -$56.7K | 0.06% | 168 |
|
|
2022
Q4 | $470K | Buy |
5,640
+1,020
| +22% | +$84.9K | 0.13% | 102 |
|
|
2022
Q3 | $332K | Buy |
4,620
+341
| +8% | +$24.5K | 0.12% | 109 |
|
|
2022
Q2 | $270K | Sell |
4,279
-297
| -6% | -$18.7K | 0.1% | 122 |
|
|
2022
Q1 | $384K | Buy |
4,576
+133
| +3% | +$11.2K | 0.13% | 113 |
|
|
2021
Q4 | $396K | Buy |
4,443
+240
| +6% | +$21.4K | 0.14% | 105 |
|
|
2021
Q3 | $306K | Buy |
4,203
+668
| +19% | +$48.6K | 0.12% | 119 |
|
|
2021
Q2 | $257K | Buy |
3,535
+128
| +4% | +$9.31K | 0.11% | 115 |
|
|
2021
Q1 | $237K | Buy |
+3,407
| New | +$237K | 0.1% | 117 |
|