Retirement Planning Group (Kansas)’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 | $892K | Buy |
9,780
+259
| +3% | +$23.6K | 0.04% | 159 |
|
|
2025
Q1 | $745K | Buy |
9,521
+28
| +0.3% | +$2.19K | 0.04% | 163 |
|
|
2024
Q4 | $703K | Buy |
9,493
+191
| +2% | +$14.1K | 0.04% | 161 |
|
|
2024
Q3 | $603K | Sell |
9,302
-112
| -1% | -$7.26K | 0.03% | 166 |
|
|
2024
Q2 | $694K | Buy |
+9,414
| New | +$694K | 0.04% | 133 |
|
|
2023
Q2 | – | Sell |
-3,900
| Closed | -$204K | – | 167 |
|
|
2023
Q1 | $204K | Sell |
3,900
-12
| -0.3% | -$629 | 0.02% | 142 |
|
|
2022
Q4 | $326K | Hold |
3,912
| – | – | 0.04% | 110 |
|
|
2022
Q3 | $281K | Buy |
+3,912
| New | +$281K | 0.04% | 108 |
|