Sonora Investment Management Group’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 | $423K | Buy |
4,635
+13
| +0.3% | +$1.19K | 0.03% | 181 |
|
|
2025
Q1 | $362K | Sell |
4,622
-187
| -4% | -$14.6K | 0.03% | 197 |
|
|
2024
Q4 | $356K | Sell |
4,809
-160
| -3% | -$11.8K | 0.03% | 200 |
|
|
2024
Q3 | $322K | Sell |
4,969
-407
| -8% | -$26.4K | 0.02% | 213 |
|
|
2024
Q2 | $389K | Hold |
5,376
| – | – | 0.03% | 197 |
|
|
2024
Q1 | $389K | Sell |
5,376
-105
| -2% | -$7.6K | 0.03% | 197 |
|
|
2023
Q4 | $377K | Buy |
5,481
+110
| +2% | +$7.57K | 0.03% | 185 |
|
|
2023
Q3 | $295K | Sell |
5,371
-156
| -3% | -$8.57K | 0.03% | 202 |
|
|
2023
Q2 | $313K | Buy |
5,527
+257
| +5% | +$14.6K | 0.03% | 206 |
|
|
2023
Q1 | $276K | Buy |
5,270
+405
| +8% | +$21.2K | 0.02% | 222 |
|
|
2022
Q4 | $405K | Buy |
4,865
+595
| +14% | +$49.5K | 0.04% | 174 |
|
|
2022
Q3 | $270K | Hold |
4,270
| – | – | 0.03% | 166 |
|
|
2022
Q2 | $270K | Buy |
4,270
+135
| +3% | +$8.54K | 0.03% | 199 |
|
|
2022
Q1 | $348K | Sell |
4,135
-226
| -5% | -$19K | 0.04% | 156 |
|
|
2021
Q4 | $367K | Buy |
+4,361
| New | +$367K | 0.04% | 157 |
|