Secured Retirement Advisors’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 | $1M | Sell |
10,981
-812
| -7% | -$74.1K | 0.6% | 70 |
|
|
2025
Q1 | $923K | Sell |
11,793
-16,694
| -59% | -$1.31M | 0.6% | 70 |
|
|
2024
Q4 | $2.11M | Buy |
28,487
+911
| +3% | +$67.4K | 1.21% | 23 |
|
|
2024
Q3 | $1.79M | Buy |
27,576
+1,669
| +6% | +$108K | 1.29% | 35 |
|
|
2024
Q2 | $1.91M | Buy |
25,907
+2,254
| +10% | +$166K | 1.49% | 26 |
|
|
2024
Q1 | $1.71M | Buy |
23,653
+2,175
| +10% | +$157K | 1.45% | 26 |
|
|
2023
Q4 | $1.48M | Buy |
+21,478
| New | +$1.48M | 1.42% | 26 |
|