Signature Financial Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $1.24M | Hold |
29,934
| – | – | 0.3% | 39 |
|
|
2018
Q3 | $1.47M | Hold |
29,934
| – | – | 0.26% | 48 |
|
|
2018
Q2 | $1.53M | Hold |
29,934
| – | – | 0.32% | 48 |
|
|
2018
Q1 | $1.56M | Hold |
29,934
| – | – | 0.33% | 46 |
|
|
2017
Q4 | $1.54M | Sell |
29,934
-2,981
| -9% | -$153K | 0.42% | 35 |
|
|
2017
Q3 | $1.4M | Buy |
32,915
+1,602
| +5% | +$68.1K | 0.43% | 40 |
|
|
2017
Q2 | $1.35M | Buy |
31,313
+1,723
| +6% | +$74K | 0.42% | 40 |
|
|
2017
Q1 | $1.21M | Hold |
29,590
| – | – | 0.39% | 44 |
|
|
2016
Q4 | $1.17M | Buy |
+29,590
| New | +$1.17M | 0.44% | 42 |
|