Savant Capital’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 | $4.14M | Sell |
45,374
-30,153
| -40% | -$2.75M | 0.03% | 343 |
|
|
2025
Q1 | $5.91M | Buy |
75,527
+47,010
| +165% | +$3.68M | 0.04% | 243 |
|
|
2024
Q4 | $2.11M | Buy |
28,517
+6,981
| +32% | +$517K | 0.02% | 428 |
|
|
2024
Q3 | $1.4M | Buy |
21,536
+5,403
| +33% | +$350K | 0.01% | 535 |
|
|
2024
Q2 | $1.19M | Buy |
16,133
+4,297
| +36% | +$317K | 0.01% | 536 |
|
|
2024
Q1 | $856K | Sell |
11,836
-6,549
| -36% | -$474K | 0.01% | 590 |
|
|
2023
Q4 | $1.26M | Buy |
18,385
+9,817
| +115% | +$675K | 0.02% | 369 |
|
|
2023
Q3 | $470K | Buy |
8,568
+31
| +0.4% | +$1.7K | 0.01% | 536 |
|
|
2023
Q2 | $484K | Buy |
8,537
+948
| +12% | +$53.7K | 0.01% | 514 |
|
|
2023
Q1 | $398K | Buy |
7,589
+1,930
| +34% | +$101K | 0.01% | 522 |
|
|
2022
Q4 | $471K | Buy |
5,659
+430
| +8% | +$35.8K | 0.01% | 367 |
|
|
2022
Q3 | $376K | Buy |
5,229
+27
| +0.5% | +$1.94K | 0.01% | 379 |
|
|
2022
Q2 | $329K | Sell |
5,202
-276
| -5% | -$17.5K | 0.01% | 415 |
|
|
2022
Q1 | $462K | Buy |
5,478
+75
| +1% | +$6.33K | 0.02% | 371 |
|
|
2021
Q4 | $455K | Sell |
5,403
-3,810
| -41% | -$321K | 0.01% | 374 |
|
|
2021
Q3 | $671K | Buy |
9,213
+6,017
| +188% | +$438K | 0.02% | 277 |
|
|
2021
Q2 | $233K | Buy |
3,196
+73
| +2% | +$5.32K | 0.01% | 447 |
|
|
2021
Q1 | $204K | Buy |
+3,123
| New | +$204K | 0.01% | 444 |
|