Salomon & Ludwin’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 | $22.7K | Sell |
248
-80
| -24% | -$7.31K | ﹤0.01% | 367 |
|
|
2025
Q1 | $25.7K | Sell |
328
-87
| -21% | -$6.81K | ﹤0.01% | 328 |
|
|
2024
Q4 | $30.7K | Sell |
415
-45
| -10% | -$3.33K | ﹤0.01% | 301 |
|
|
2024
Q3 | $29.8K | Sell |
460
-287
| -38% | -$18.6K | ﹤0.01% | 316 |
|
|
2024
Q2 | $55K | Sell |
747
-31
| -4% | -$2.28K | 0.01% | 246 |
|
|
2024
Q1 | $56.3K | Buy |
778
+257
| +49% | +$18.6K | ﹤0.01% | 337 |
|
|
2023
Q4 | $28.6K | Hold |
521
| – | – | ﹤0.01% | 370 |
|
|
2023
Q3 | $28.6K | Buy |
+521
| New | +$28.6K | ﹤0.01% | 370 |
|