Stone House Investment Management’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 | $23.4K | Sell |
257
-138
| -35% | -$12.6K | ﹤0.01% | 206 |
|
|
2025
Q1 | $30.9K | Buy |
+395
| New | +$30.9K | 0.01% | 181 |
|
|
2024
Q4 | – | Sell |
-269
| Closed | -$17.4K | – | 292 |
|
|
2024
Q3 | $17.4K | Sell |
269
-57
| -17% | -$3.69K | ﹤0.01% | 190 |
|
|
2024
Q2 | $24K | Sell |
326
-27
| -8% | -$1.99K | 0.01% | 173 |
|
|
2024
Q1 | $25.5K | Buy |
+353
| New | +$25.5K | 0.01% | 178 |
|