SIA
Schechter Investment Advisors’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.47M | Buy |
18,739
+5,125
| +38% | +$401K | 0.12% | 169 |
|
|
2024
Q4 | $1.01M | Buy |
13,614
+1,058
| +8% | +$78.3K | 0.08% | 241 |
|
|
2024
Q3 | $814K | Sell |
12,556
-5,582
| -31% | -$362K | 0.06% | 291 |
|
|
2024
Q2 | $1.34M | Buy |
18,138
+203
| +1% | +$15K | 0.1% | 184 |
|
|
2024
Q1 | $1.3M | Buy |
17,935
+6,285
| +54% | +$455K | 0.1% | 193 |
|
|
2023
Q4 | $802K | Buy |
11,650
+5,181
| +80% | +$356K | 0.07% | 266 |
|
|
2023
Q3 | $355K | Buy |
6,469
+331
| +5% | +$18.2K | 0.03% | 413 |
|
|
2023
Q2 | $348K | Sell |
6,138
-903
| -13% | -$51.2K | 0.03% | 458 |
|
|
2023
Q1 | $369K | Sell |
7,041
-14,256
| -67% | -$747K | 0.03% | 480 |
|
|
2022
Q4 | $1.77M | Sell |
21,297
-287
| -1% | -$23.9K | 0.16% | 136 |
|
|
2022
Q3 | $1.55M | Buy |
21,584
+6,926
| +47% | +$498K | 0.15% | 146 |
|
|
2022
Q2 | $926K | Buy |
14,658
+352
| +2% | +$22.2K | 0.09% | 311 |
|
|
2022
Q1 | $1.21M | Buy |
14,306
+510
| +4% | +$43K | 0.11% | 242 |
|
|
2021
Q4 | $1.16M | Buy |
+13,796
| New | +$1.16M | 0.1% | 254 |
|