Standard Family Office’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,583
| Closed | -$329K | – | 368 |
|
|
2022
Q3 | $329K | Buy |
+4,583
| New | +$329K | 0.14% | 22 |
|
|
2021
Q3 | – | Sell |
-14,659
| Closed | -$1.07M | – | 442 |
|
|
2021
Q2 | $1.07M | Hold |
14,659
| – | – | 0.22% | 40 |
|
|
2021
Q1 | $955K | Hold |
14,659
| – | – | 0.23% | 32 |
|
|
2020
Q4 | $778K | Buy |
+14,659
| New | +$778K | 0.19% | 42 |
|