Richard W. Paul & Associates’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-435
| Closed | -$32.2K | – | 479 |
|
|
2024
Q4 | $32.2K | Hold |
435
| – | – | 0.01% | 226 |
|
|
2024
Q3 | $28.2K | Hold |
435
| – | – | 0.01% | 236 |
|
|
2024
Q2 | $32.1K | Hold |
435
| – | – | 0.01% | 224 |
|
|
2024
Q1 | $31.5K | Sell |
435
-435
| -50% | -$31.5K | 0.01% | 234 |
|
|
2023
Q4 | $59.9K | Hold |
870
| – | – | 0.03% | 211 |
|
|
2023
Q3 | $47.8K | Hold |
870
| – | – | 0.02% | 204 |
|
|
2023
Q2 | $49.3K | Hold |
870
| – | – | 0.02% | 220 |
|
|
2023
Q1 | $45.6K | Hold |
870
| – | – | 0.02% | 225 |
|
|
2022
Q4 | $72.4K | Buy |
+870
| New | +$72.4K | 0.04% | 206 |
|