Silicon Valley Capital Partners’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-197
| Closed | -$14.6K | – | 303 |
|
|
2024
Q4 | $14.6K | Hold |
197
| – | – | ﹤0.01% | 225 |
|
|
2024
Q3 | $12.8K | Buy |
197
+1
| +0.5% | +$65 | ﹤0.01% | 229 |
|
|
2024
Q2 | $14.5K | Buy |
196
+1
| +0.5% | +$74 | ﹤0.01% | 210 |
|
|
2024
Q1 | $14.1K | Hold |
195
| – | – | ﹤0.01% | 206 |
|
|
2023
Q4 | $13.4K | Buy |
195
+1
| +0.5% | +$69 | ﹤0.01% | 226 |
|
|
2023
Q3 | $10.6K | Buy |
194
+1
| +0.5% | +$55 | ﹤0.01% | 188 |
|
|
2023
Q2 | $11K | Buy |
+193
| New | +$11K | ﹤0.01% | 191 |
|
|
2023
Q1 | – | Hold |
0
| – | -$40 | – | 264 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 215 |
|