SIG
Sky Investment Group’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $476K | Buy |
5,220
+75
| +1% | +$6.84K | 0.08% | 106 |
|
|
2025
Q1 | $403K | Hold |
5,145
| – | – | 0.07% | 108 |
|
|
2024
Q4 | $381K | Hold |
5,145
| – | – | 0.07% | 109 |
|
|
2024
Q3 | $333K | Buy |
5,145
+60
| +1% | +$3.89K | 0.06% | 116 |
|
|
2024
Q2 | $375K | Buy |
5,085
+500
| +11% | +$36.8K | 0.07% | 108 |
|
|
2024
Q1 | $332K | Buy |
4,585
+1,240
| +37% | +$89.7K | 0.06% | 108 |
|
|
2023
Q4 | $230K | Buy |
+3,345
| New | +$230K | 0.05% | 120 |
|