SFA
Spectrum Financial Alliance’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.92M | Sell |
91,335
-3,844
| -4% | -$375K | 2.4% | 10 |
|
|
2025
Q1 | $7.45M | Sell |
95,179
-7,197
| -7% | -$563K | 2.42% | 10 |
|
|
2024
Q4 | $7.58M | Sell |
102,376
-4,779
| -4% | -$354K | 2.63% | 10 |
|
|
2024
Q3 | $6.94M | Sell |
107,155
-30,427
| -22% | -$1.97M | 2.49% | 10 |
|
|
2024
Q2 | $10.1M | Buy |
137,582
+1,762
| +1% | +$130K | 3.63% | 8 |
|
|
2024
Q1 | $9.83M | Sell |
135,820
-3,613
| -3% | -$261K | 3.83% | 9 |
|
|
2023
Q4 | $9.59M | Sell |
139,433
-2,519
| -2% | -$173K | 3.95% | 9 |
|
|
2023
Q3 | $7.29M | Buy |
141,952
+111,160
| +361% | +$5.71M | 3.67% | 10 |
|
|
2023
Q2 | $1.75M | Buy |
+30,792
| New | +$1.75M | 0.83% | 12 |
|