Scott & Selber Inc’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 | $2.96M | Buy |
32,410
+292
| +0.9% | +$26.6K | 0.82% | 38 |
|
2025
Q1 | $2.51M | Buy |
32,118
+55
| +0.2% | +$4.31K | 0.8% | 44 |
|
2024
Q4 | $2.37M | Sell |
32,063
-725
| -2% | -$53.7K | 0.71% | 42 |
|
2024
Q3 | $2.13M | Sell |
32,788
-138
| -0.4% | -$8.94K | 0.66% | 51 |
|
2024
Q2 | $2.43M | Buy |
32,926
+563
| +2% | +$41.5K | 0.77% | 40 |
|
2024
Q1 | $2.34M | Buy |
+32,363
| New | +$2.34M | 0.8% | 45 |
|
2018
Q4 | – | Sell |
-71,535
| Closed | -$3.52M | – | 77 |
|
2018
Q3 | $3.52M | Sell |
71,535
-973
| -1% | -$47.8K | 1.73% | 25 |
|
2018
Q2 | $3.71M | Buy |
72,508
+33,951
| +88% | +$1.73M | 1.99% | 18 |
|
2018
Q1 | $2.01M | Buy |
+38,557
| New | +$2.01M | 1.13% | 42 |
|