Robbins Farley’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 | $9.85K | Hold |
108
| – | – | ﹤0.01% | 117 |
|
2025
Q1 | $8.46K | Hold |
108
| – | – | ﹤0.01% | 110 |
|
2024
Q4 | $7.99K | Hold |
108
| – | – | ﹤0.01% | 112 |
|
2024
Q3 | $7K | Hold |
108
| – | – | ﹤0.01% | 112 |
|
2024
Q2 | $7.96K | Hold |
108
| – | – | ﹤0.01% | 110 |
|
2024
Q1 | $7.81K | Hold |
108
| – | – | ﹤0.01% | 110 |
|
2023
Q4 | $7.43K | Hold |
108
| – | – | ﹤0.01% | 112 |
|
2023
Q3 | $5.93K | Buy |
+108
| New | +$5.93K | ﹤0.01% | 124 |
|
2022
Q2 | – | Sell |
-150
| Closed | -$13K | – | 164 |
|
2022
Q1 | $13K | Hold |
150
| – | – | 0.01% | 81 |
|
2021
Q4 | $13K | Sell |
150
-100
| -40% | -$8.67K | 0.01% | 88 |
|
2021
Q3 | $18K | Buy |
250
+100
| +67% | +$7.2K | 0.01% | 92 |
|
2021
Q2 | $11K | Hold |
150
| – | – | 0.01% | 57 |
|
2021
Q1 | $11K | Buy |
+150
| New | +$11K | 0.01% | 98 |
|