SimplyRich’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 | $411K | Hold |
4,510
| – | – | 0.11% | 158 |
|
|
2025
Q1 | $353K | Hold |
4,510
| – | – | 0.1% | 166 |
|
|
2024
Q4 | $333K | Hold |
4,510
| – | – | 0.1% | 167 |
|
|
2024
Q3 | $292K | Hold |
4,510
| – | – | 0.08% | 182 |
|
|
2024
Q2 | $332K | Hold |
4,510
| – | – | 0.11% | 139 |
|
|
2024
Q1 | $327K | Hold |
4,510
| – | – | 0.11% | 143 |
|
|
2023
Q4 | $310K | Hold |
4,510
| – | – | 0.11% | 141 |
|
|
2023
Q3 | $247K | Hold |
4,510
| – | – | 0.12% | 131 |
|
|
2023
Q2 | $255K | Sell |
4,510
-31
| -0.7% | -$1.75K | 0.09% | 156 |
|
|
2023
Q1 | $237K | Hold |
4,541
| – | – | 0.09% | 160 |
|
|
2022
Q4 | $378K | Hold |
4,541
| – | – | 0.15% | 126 |
|
|
2022
Q3 | $326K | Hold |
4,541
| – | – | 0.15% | 121 |
|
|
2022
Q2 | $286K | Hold |
4,541
| – | – | 0.12% | 136 |
|
|
2022
Q1 | $382K | Hold |
4,541
| – | – | 0.13% | 128 |
|
|
2021
Q4 | $382K | Buy |
4,541
+31
| +0.7% | +$2.61K | 0.13% | 129 |
|
|
2021
Q3 | $328K | Hold |
4,510
| – | – | 0.12% | 139 |
|
|
2021
Q2 | $328K | Hold |
4,510
| – | – | 0.15% | 125 |
|
|
2021
Q1 | $294K | Hold |
4,510
| – | – | 0.12% | 137 |
|
|
2020
Q4 | $239K | Buy |
+4,510
| New | +$239K | 0.11% | 137 |
|