SFA
Source Financial Advisors’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $234K | Buy |
3,612
+20
| +0.6% | +$1.3K | 0.07% | 109 |
|
|
2024
Q2 | $265K | Buy |
3,592
+5
| +0.1% | +$368 | 0.08% | 99 |
|
|
2024
Q1 | $259K | Buy |
3,587
+21
| +0.6% | +$1.52K | 0.08% | 101 |
|
|
2023
Q4 | $245K | Sell |
3,566
-125
| -3% | -$8.6K | 0.08% | 111 |
|
|
2023
Q3 | $203K | Buy |
3,691
+61
| +2% | +$3.35K | 0.07% | 120 |
|
|
2023
Q2 | $206K | Buy |
+3,630
| New | +$206K | 0.07% | 127 |
|
|
2023
Q1 | – | Sell |
-3,341
| Closed | -$278K | – | 130 |
|
|
2022
Q4 | $278K | Buy |
+3,341
| New | +$278K | 0.1% | 107 |
|