Steph & Co’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 | $20.2K | Sell |
221
-6
| -3% | -$547 | 0.01% | 235 |
|
|
2025
Q1 | $17.8K | Buy |
227
+48
| +27% | +$3.76K | 0.01% | 212 |
|
|
2024
Q4 | $13.2K | Sell |
179
-184
| -51% | -$13.6K | ﹤0.01% | 228 |
|
|
2024
Q3 | $23.5K | Buy |
363
+204
| +128% | +$13.2K | 0.01% | 212 |
|
|
2024
Q2 | $11.7K | Buy |
159
+12
| +8% | +$884 | ﹤0.01% | 237 |
|
|
2024
Q1 | $10.6K | Buy |
+147
| New | +$10.6K | ﹤0.01% | 256 |
|
|
2022
Q2 | – | Sell |
-296
| Closed | -$25K | – | 285 |
|
|
2022
Q1 | $25K | Hold |
296
| – | – | 0.01% | 228 |
|
|
2021
Q4 | $25K | Buy |
+296
| New | +$25K | 0.01% | 249 |
|
|
2020
Q2 | – | Sell |
-3
| Closed | -$1K | – | 263 |
|
|
2020
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 251 |
|
|
2019
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 254 |
|