Sittner & Nelson’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 | $13K | Hold |
142
| – | – | 0.01% | 357 |
|
|
2025
Q1 | $11.1K | Hold |
142
| – | – | ﹤0.01% | 363 |
|
|
2024
Q4 | $10.5K | Hold |
142
| – | – | ﹤0.01% | 346 |
|
|
2024
Q3 | $9.2K | Hold |
142
| – | – | ﹤0.01% | 350 |
|
|
2024
Q2 | $10.5K | Hold |
142
| – | – | 0.01% | 341 |
|
|
2024
Q1 | $10.3K | Sell |
142
-450
| -76% | -$32.6K | 0.01% | 341 |
|
|
2023
Q4 | $40.7K | Hold |
592
| – | – | 0.02% | 226 |
|
|
2023
Q3 | $32.5K | Hold |
592
| – | – | 0.02% | 245 |
|
|
2023
Q2 | $33.6K | Hold |
592
| – | – | 0.02% | 242 |
|
|
2023
Q1 | $31K | Buy |
592
+142
| +32% | +$7.44K | 0.02% | 260 |
|
|
2022
Q4 | $37.5K | Buy |
+450
| New | +$37.5K | 0.02% | 240 |
|