SpiderRock Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.89M | Buy |
75,441
+6,939
| +10% | +$450K | 0.08% | 137 |
|
|
2024
Q2 | $5.05M | Buy |
68,502
+23,359
| +52% | +$1.72M | 0.1% | 117 |
|
|
2024
Q1 | $3.04M | Buy |
+45,143
| New | +$3.04M | 0.08% | 156 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 245 |
|
|
2017
Q3 | – | Hold |
0
| – | -$4K | – | 437 |
|
|
2017
Q2 | – | Hold |
0
| – | -$4K | – | 277 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 416 |
|