Souders Financial 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 | $380K | Sell |
4,167
-242
| -5% | -$22.1K | 0.05% | 148 |
|
|
2025
Q1 | $345K | Buy |
4,409
+415
| +10% | +$32.5K | 0.05% | 147 |
|
|
2024
Q4 | $296K | Buy |
3,994
+30
| +0.8% | +$2.22K | 0.04% | 151 |
|
|
2024
Q3 | $257K | Sell |
3,964
-154
| -4% | -$9.98K | 0.04% | 154 |
|
|
2024
Q2 | $303K | Sell |
4,118
-30
| -0.7% | -$2.21K | 0.05% | 143 |
|
|
2024
Q1 | $300K | Sell |
4,148
-43
| -1% | -$3.11K | 0.05% | 143 |
|
|
2023
Q4 | $288K | Buy |
4,191
+14
| +0.3% | +$963 | 0.05% | 144 |
|
|
2023
Q3 | $229K | Sell |
4,177
-51
| -1% | -$2.8K | 0.04% | 148 |
|
|
2023
Q2 | $240K | Sell |
4,228
-87
| -2% | -$4.93K | 0.05% | 143 |
|
|
2023
Q1 | $226K | Buy |
4,315
+529
| +14% | +$27.7K | 0.05% | 140 |
|
|
2022
Q4 | $315K | Buy |
3,786
+46
| +1% | +$3.83K | 0.07% | 131 |
|
|
2022
Q3 | $269K | Sell |
3,740
-13
| -0.3% | -$935 | 0.07% | 133 |
|
|
2022
Q2 | $237K | Buy |
3,753
+36
| +1% | +$2.27K | 0.07% | 125 |
|
|
2022
Q1 | $313K | Buy |
3,717
+27
| +0.7% | +$2.27K | 0.09% | 118 |
|
|
2021
Q4 | $310K | Buy |
3,690
+1
| +0% | +$84 | 0.09% | 120 |
|
|
2021
Q3 | $269K | Buy |
3,689
+138
| +4% | +$10.1K | 0.09% | 120 |
|
|
2021
Q2 | $259K | Buy |
3,551
+11
| +0.3% | +$802 | 0.09% | 118 |
|
|
2021
Q1 | $231K | Buy |
+3,540
| New | +$231K | 0.09% | 113 |
|