Sequoia 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 | $30.1M | Buy |
330,159
+1,999
| +0.6% | +$182K | 0.21% | 95 |
|
|
2025
Q1 | $25.7M | Buy |
328,160
+6,364
| +2% | +$498K | 0.2% | 101 |
|
|
2024
Q4 | $23.8M | Sell |
321,796
-5,945
| -2% | -$440K | 0.23% | 94 |
|
|
2024
Q3 | $21.2M | Buy |
327,741
+277,165
| +548% | +$18M | 0.23% | 93 |
|
|
2024
Q2 | $3.73M | Sell |
50,576
-209,873
| -81% | -$15.5M | 0.04% | 225 |
|
|
2024
Q1 | $18.8M | Buy |
260,449
+6,596
| +3% | +$477K | 0.23% | 92 |
|
|
2023
Q4 | $17.5M | Buy |
253,853
+54,264
| +27% | +$3.73M | 0.22% | 96 |
|
|
2023
Q3 | $11M | Buy |
199,589
+21,000
| +12% | +$1.15M | 0.19% | 93 |
|
|
2023
Q2 | $10.1M | Buy |
178,589
+43,375
| +32% | +$2.46M | 0.17% | 100 |
|
|
2023
Q1 | $7.08M | Buy |
135,214
+119,763
| +775% | +$6.27M | 0.16% | 118 |
|
|
2022
Q4 | $1.29M | Buy |
15,451
+5,978
| +63% | +$498K | 0.03% | 254 |
|
|
2022
Q3 | $681K | Sell |
9,473
-4,645
| -33% | -$334K | 0.02% | 247 |
|
|
2022
Q2 | $892K | Buy |
14,118
+1,054
| +8% | +$66.6K | 0.03% | 245 |
|
|
2022
Q1 | $1.1M | Buy |
13,064
+2,648
| +25% | +$223K | 0.03% | 246 |
|
|
2021
Q4 | $876K | Buy |
+10,416
| New | +$876K | 0.02% | 247 |
|
|
2021
Q3 | – | Sell |
-5,876
| Closed | -$428K | – | 412 |
|
|
2021
Q2 | $428K | Buy |
5,876
+364
| +7% | +$26.5K | 0.02% | 304 |
|
|
2021
Q1 | $359K | Sell |
5,512
-423
| -7% | -$27.6K | 0.02% | 305 |
|
|
2020
Q4 | $315K | Buy |
+5,935
| New | +$315K | 0.01% | 315 |
|