Semmax Financial 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 | $5.69M | Sell |
58,410
-2,888
| -5% | -$281K | 1.46% | 20 |
|
|
2025
Q1 | $5.18M | Sell |
61,298
-5,742
| -9% | -$485K | 1.4% | 18 |
|
|
2024
Q4 | $5.47M | Sell |
67,040
-267
| -0.4% | -$21.8K | 1.46% | 21 |
|
|
2024
Q3 | $5.28M | Buy |
67,307
+9,839
| +17% | +$772K | 1.45% | 22 |
|
|
2024
Q2 | $3.61M | Buy |
57,468
+7,192
| +14% | +$451K | 1.08% | 36 |
|
|
2024
Q1 | $3.77M | Buy |
50,276
+6,429
| +15% | +$482K | 1.24% | 30 |
|
|
2023
Q4 | $2.76M | Buy |
43,847
+2,328
| +6% | +$147K | 1.01% | 43 |
|
|
2023
Q3 | $2.25M | Buy |
+41,519
| New | +$2.25M | 0.9% | 44 |
|
|
2022
Q4 | $1.51M | Buy |
18,076
+1,712
| +10% | +$143K | 0.6% | 49 |
|
|
2022
Q3 | $1.3M | Buy |
16,364
+5,418
| +49% | +$431K | 0.55% | 50 |
|
|
2022
Q2 | $766K | Sell |
10,946
-702
| -6% | -$49.1K | 0.31% | 67 |
|
|
2022
Q1 | $982K | Sell |
11,648
-927
| -7% | -$78.2K | 0.39% | 74 |
|
|
2021
Q4 | $1.06M | Sell |
12,575
-3,324
| -21% | -$280K | 0.39% | 75 |
|
|
2021
Q3 | $1.16M | Sell |
15,899
-860
| -5% | -$62.6K | 0.4% | 74 |
|
|
2021
Q2 | $1.22M | Buy |
16,759
+504
| +3% | +$36.7K | 0.39% | 74 |
|
|
2021
Q1 | $1.06M | Buy |
16,255
+4,734
| +41% | +$308K | 0.38% | 78 |
|
|
2020
Q4 | $611K | Sell |
11,521
-2,689
| -19% | -$143K | 0.25% | 88 |
|
|
2020
Q3 | $515K | Buy |
14,210
+902
| +7% | +$32.7K | 0.25% | 82 |
|
|
2020
Q2 | $449K | Buy |
13,308
+2,149
| +19% | +$72.5K | 0.24% | 82 |
|
|
2020
Q1 | $375K | Buy |
11,159
+1,189
| +12% | +$40K | 0.24% | 77 |
|
|
2019
Q4 | $474K | Buy |
9,970
+963
| +11% | +$45.8K | 0.26% | 71 |
|
|
2019
Q3 | $377K | Buy |
9,007
+5,594
| +164% | +$234K | 0.23% | 73 |
|
|
2019
Q2 | $137K | Buy |
3,413
+1,494
| +78% | +$60K | 0.09% | 88 |
|
|
2019
Q1 | $82K | Buy |
1,919
+796
| +71% | +$34K | 0.06% | 178 |
|
|
2018
Q4 | $47K | Buy |
+1,123
| New | +$47K | 0.04% | 196 |
|