Ritholtz Wealth 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 | $2.2M | Buy |
24,071
+3,409
| +16% | +$311K | 0.05% | 273 |
|
|
2025
Q1 | $1.62M | Buy |
20,662
+3,089
| +18% | +$242K | 0.05% | 293 |
|
|
2024
Q4 | $1.3M | Buy |
17,573
+1,429
| +9% | +$106K | 0.04% | 312 |
|
|
2024
Q3 | $1.05M | Sell |
16,144
-777
| -5% | -$50.4K | 0.03% | 363 |
|
|
2024
Q2 | $1.25M | Buy |
16,921
+1,592
| +10% | +$117K | 0.04% | 297 |
|
|
2024
Q1 | $1.11M | Sell |
15,329
-313
| -2% | -$22.6K | 0.04% | 332 |
|
|
2023
Q4 | $1.08M | Buy |
15,642
+2,046
| +15% | +$141K | 0.04% | 297 |
|
|
2023
Q3 | $746K | Buy |
13,596
+6,121
| +82% | +$336K | 0.03% | 356 |
|
|
2023
Q2 | $424K | Buy |
7,475
+2,388
| +47% | +$135K | 0.02% | 466 |
|
|
2023
Q1 | $266K | Sell |
5,087
-5,448
| -52% | -$285K | 0.01% | 543 |
|
|
2022
Q4 | $877K | Sell |
10,535
-10,956
| -51% | -$912K | 0.05% | 256 |
|
|
2022
Q3 | $1.55M | Buy |
21,491
+15,082
| +235% | +$1.08M | 0.08% | 174 |
|
|
2022
Q2 | $405K | Buy |
6,409
+761
| +13% | +$48.1K | 0.03% | 362 |
|
|
2022
Q1 | $476K | Buy |
5,648
+654
| +13% | +$55.1K | 0.03% | 317 |
|
|
2021
Q4 | $420K | Buy |
4,994
+2,145
| +75% | +$180K | 0.03% | 336 |
|
|
2021
Q3 | $208K | Sell |
2,849
-53
| -2% | -$3.87K | 0.01% | 461 |
|
|
2021
Q2 | $211K | Buy |
+2,902
| New | +$211K | 0.02% | 442 |
|