Stablepoint Partners’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 | $1.16M | Buy |
12,677
+448
| +4% | +$40.9K | 0.2% | 140 |
|
|
2025
Q1 | $957K | Sell |
12,229
-257
| -2% | -$20.1K | 0.17% | 144 |
|
|
2024
Q4 | $924K | Buy |
12,486
+141
| +1% | +$10.4K | 0.17% | 148 |
|
|
2024
Q3 | $800K | Buy |
12,345
+624
| +5% | +$40.4K | 0.15% | 150 |
|
|
2024
Q2 | $765K | Buy |
11,721
+822
| +8% | +$53.7K | 0.15% | 151 |
|
|
2024
Q1 | $788K | Sell |
10,899
-803
| -7% | -$58.1K | 0.16% | 147 |
|
|
2023
Q4 | $805K | Buy |
+11,702
| New | +$805K | 0.21% | 127 |
|