Silver Coast Investments’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 | – | Sell |
-2,973
| Closed | -$233K | – | 109 |
|
|
2025
Q1 | $233K | Sell |
2,973
-323
| -10% | -$25.3K | 0.09% | 95 |
|
|
2024
Q4 | $244K | Sell |
3,296
-268
| -8% | -$19.8K | 0.09% | 88 |
|
|
2024
Q3 | $231K | Sell |
3,564
-657
| -16% | -$42.6K | 0.09% | 89 |
|
|
2024
Q2 | $311K | Sell |
4,221
-116
| -3% | -$8.55K | 0.13% | 61 |
|
|
2024
Q1 | $314K | Buy |
4,337
+23
| +0.5% | +$1.66K | 0.13% | 60 |
|
|
2023
Q4 | $297K | Buy |
+4,314
| New | +$297K | 0.13% | 52 |
|