Rise Advisors’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 | $93.4K | Buy |
1,024
+3
| +0.3% | +$274 | 0.04% | 158 |
|
|
2025
Q1 | $79.9K | Buy |
1,021
+209
| +26% | +$16.4K | 0.04% | 172 |
|
|
2024
Q4 | $60.1K | Sell |
812
-8
| -1% | -$592 | 0.03% | 196 |
|
|
2024
Q3 | $53.2K | Buy |
820
+3
| +0.4% | +$195 | 0.03% | 226 |
|
|
2024
Q2 | $60.2K | Sell |
817
-8
| -1% | -$590 | 0.03% | 204 |
|
|
2024
Q1 | $59.7K | Buy |
825
+805
| +4,025% | +$58.2K | 0.03% | 203 |
|
|
2023
Q4 | $1.4K | Hold |
20
| – | – | ﹤0.01% | 495 |
|
|
2023
Q3 | $1.11K | Hold |
20
| – | – | ﹤0.01% | 524 |
|
|
2023
Q2 | $1.14K | Hold |
20
| – | – | ﹤0.01% | 565 |
|
|
2023
Q1 | $1.05K | Buy |
+20
| New | +$1.05K | ﹤0.01% | 650 |
|