Stephens Consulting’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 | $3.1K | Buy |
+34
| New | +$3.1K | ﹤0.01% | 439 |
|
|
2024
Q3 | – | Sell |
-126
| Closed | -$9.29K | – | 625 |
|
|
2024
Q2 | $9.29K | Buy |
+126
| New | +$9.29K | ﹤0.01% | 347 |
|
|
2023
Q3 | – | Sell |
-177
| Closed | -$10K | – | 510 |
|
|
2023
Q2 | $10K | Hold |
177
| – | – | ﹤0.01% | 309 |
|
|
2023
Q1 | $9.27K | Buy |
+177
| New | +$9.27K | 0.01% | 328 |
|