Sachetta’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 | $38K | Buy |
416
+87
| +26% | +$7.95K | 0.02% | 288 |
|
|
2025
Q1 | $25.8K | Buy |
329
+2
| +0.6% | +$157 | 0.01% | 323 |
|
|
2024
Q4 | $24.2K | Buy |
327
+14
| +4% | +$1.04K | 0.01% | 336 |
|
|
2024
Q3 | $20.3K | Sell |
313
-65
| -17% | -$4.22K | 0.01% | 369 |
|
|
2024
Q2 | $24.5K | Buy |
378
+115
| +44% | +$7.46K | 0.01% | 314 |
|
|
2024
Q1 | $18.1K | Hold |
263
| – | – | 0.01% | 326 |
|
|
2023
Q4 | $18.1K | Buy |
+263
| New | +$18.1K | 0.01% | 326 |
|