SIC
SJS Investment Consulting’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $956K | Sell |
10,479
-60
| -0.6% | -$5.47K | 0.15% | 39 |
|
|
2025
Q1 | $825K | Sell |
10,539
-288
| -3% | -$22.5K | 0.14% | 41 |
|
|
2024
Q4 | $801K | Buy |
10,827
+552
| +5% | +$40.9K | 0.14% | 40 |
|
|
2024
Q3 | $666K | Buy |
10,275
+9,719
| +1,748% | +$630K | 0.12% | 41 |
|
|
2024
Q2 | $41K | Hold |
556
| – | – | 0.01% | 192 |
|
|
2024
Q1 | $40.2K | Hold |
556
| – | – | 0.01% | 207 |
|
|
2023
Q4 | $38.3K | Buy |
556
+4
| +0.7% | +$275 | 0.01% | 186 |
|
|
2023
Q3 | $30.3K | Buy |
552
+4
| +0.7% | +$220 | 0.01% | 200 |
|
|
2023
Q2 | $31.1K | Buy |
548
+507
| +1,237% | +$28.7K | 0.01% | 185 |
|
|
2023
Q1 | $2.15K | Sell |
41
-31
| -43% | -$1.62K | ﹤0.01% | 577 |
|
|
2022
Q4 | $6K | Buy |
72
+46
| +177% | +$3.83K | ﹤0.01% | 339 |
|
|
2022
Q3 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 523 |
|
|
2022
Q1 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 622 |
|