Silver Oak Securities’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 | $373K | Buy |
4,093
+276
| +7% | +$25.2K | 0.03% | 483 |
|
|
2025
Q1 | $297K | Buy |
+3,817
| New | +$297K | 0.03% | 507 |
|
|
2023
Q3 | – | Sell |
-14,450
| Closed | -$819K | – | 494 |
|
|
2023
Q2 | $819K | Buy |
14,450
+8,916
| +161% | +$505K | 0.13% | 164 |
|
|
2023
Q1 | $290K | Buy |
+5,534
| New | +$290K | 0.05% | 291 |
|
|
2022
Q2 | – | Sell |
-2,632
| Closed | -$215K | – | 333 |
|
|
2022
Q1 | $215K | Buy |
+2,632
| New | +$215K | 0.04% | 280 |
|