Sierra Summit 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 | $274K | Hold |
3,000
| – | – | 0.05% | 167 |
|
|
2025
Q1 | $235K | Hold |
3,000
| – | – | 0.05% | 173 |
|
|
2024
Q4 | $222K | Sell |
3,000
-200
| -6% | -$14.8K | 0.04% | 146 |
|
|
2024
Q3 | $207K | Buy |
3,200
+200
| +7% | +$13K | 0.05% | 135 |
|
|
2024
Q2 | $221K | Hold |
3,000
| – | – | 0.05% | 143 |
|
|
2024
Q1 | $217K | Sell |
3,000
-300
| -9% | -$21.7K | 0.06% | 143 |
|
|
2023
Q4 | $227K | Buy |
+3,300
| New | +$227K | 0.07% | 172 |
|