Stanley-Laman Group’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 | – | Sell |
-46,984
| Closed | -$3.46M | – | 299 |
|
|
2024
Q2 | $3.46M | Sell |
46,984
-4,836
| -9% | -$356K | 0.5% | 95 |
|
|
2024
Q1 | $3.75M | Buy |
51,820
+26
| +0.1% | +$1.88K | 0.53% | 87 |
|
|
2023
Q4 | $3.56M | Sell |
51,794
-1,194
| -2% | -$82.1K | 0.55% | 74 |
|
|
2023
Q3 | $2.91M | Sell |
52,988
-2,194
| -4% | -$120K | 0.5% | 87 |
|
|
2023
Q2 | $3.13M | Sell |
55,182
-978
| -2% | -$55.4K | 0.52% | 87 |
|
|
2023
Q1 | $2.94M | Buy |
56,160
+6,792
| +14% | +$356K | 0.52% | 87 |
|
|
2022
Q4 | $4.11M | Sell |
49,368
-548
| -1% | -$45.6K | 0.78% | 44 |
|
|
2022
Q3 | $3.59M | Buy |
49,916
+1,376
| +3% | +$98.9K | 0.68% | 42 |
|
|
2022
Q2 | $3.07M | Buy |
48,540
+2,163
| +5% | +$137K | 0.55% | 70 |
|
|
2022
Q1 | $3.91M | Buy |
46,377
+4,329
| +10% | +$365K | 0.54% | 55 |
|
|
2021
Q4 | $3.54M | Buy |
42,048
+4,997
| +13% | +$420K | 0.42% | 75 |
|
|
2021
Q3 | $2.7M | Buy |
37,051
+3,220
| +10% | +$235K | 0.35% | 75 |
|
|
2021
Q2 | $2.46M | Buy |
33,831
+3,643
| +12% | +$265K | 0.35% | 80 |
|
|
2021
Q1 | $1.97M | Buy |
30,188
+2,177
| +8% | +$142K | 0.32% | 92 |
|
|
2020
Q4 | $1.49M | Sell |
28,011
-2,331
| -8% | -$124K | 0.26% | 112 |
|
|
2020
Q3 | $1.1M | Buy |
30,342
+2,745
| +10% | +$99.4K | 0.24% | 116 |
|
|
2020
Q2 | $931K | Hold |
27,597
| – | – | 0.22% | 127 |
|
|
2020
Q1 | $928K | Buy |
+27,597
| New | +$928K | 0.28% | 101 |
|