SkyView Investment Advisors’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 | $782K | Sell |
8,688
-90
| -1% | -$8.1K | 0.11% | 158 |
|
|
2025
Q1 | $687K | Buy |
8,778
+607
| +7% | +$47.5K | 0.1% | 165 |
|
|
2024
Q4 | $605K | Buy |
+8,171
| New | +$605K | 0.1% | 180 |
|
|
2023
Q3 | – | Sell |
-20,485
| Closed | -$1.16M | – | 738 |
|
|
2023
Q2 | $1.16M | Sell |
20,485
-14,674
| -42% | -$832K | 0.29% | 101 |
|
|
2023
Q1 | $1.84M | Buy |
35,159
+11,591
| +49% | +$607K | 0.43% | 55 |
|
|
2022
Q4 | $1.96M | Sell |
23,568
-1,013
| -4% | -$84.3K | 0.59% | 43 |
|
|
2022
Q3 | $1.77M | Buy |
24,581
+2,384
| +11% | +$171K | 0.52% | 48 |
|
|
2022
Q2 | $1.4M | Buy |
22,197
+34
| +0.2% | +$2.15K | 0.37% | 77 |
|
|
2022
Q1 | $1.73M | Buy |
22,163
+9,108
| +70% | +$711K | 0.41% | 56 |
|
|
2021
Q4 | $1.67M | Sell |
13,055
-1,087
| -8% | -$139K | 0.37% | 64 |
|
|
2021
Q3 | $1.03M | Buy |
+14,142
| New | +$1.03M | 0.29% | 88 |
|