Smartleaf Asset Management’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Sell |
13,592
-2,181
| -14% | -$196K | 0.11% | 212 |
|
|
2025
Q1 | $1.23M | Buy |
15,773
+1,193
| +8% | +$92.8K | 0.12% | 190 |
|
|
2024
Q4 | $1.08M | Buy |
14,580
+3,228
| +28% | +$239K | 0.11% | 200 |
|
|
2024
Q3 | $731K | Buy |
11,352
+3,291
| +41% | +$212K | 0.09% | 243 |
|
|
2024
Q2 | $593K | Buy |
8,061
+1,750
| +28% | +$129K | 0.1% | 231 |
|
|
2024
Q1 | $457K | Buy |
6,311
+2,316
| +58% | +$168K | 0.09% | 228 |
|
|
2023
Q4 | $275K | Buy |
+3,995
| New | +$275K | 0.07% | 262 |
|