Strategic Investment Solutions’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-32
| Closed | -$2.23K | – | 673 |
|
|
2024
Q4 | $2.23K | Sell |
32
-105
| -77% | -$7.32K | ﹤0.01% | 527 |
|
|
2024
Q3 | $8.86K | Buy |
137
+104
| +315% | +$6.73K | ﹤0.01% | 376 |
|
|
2024
Q2 | $2.13K | Buy |
+33
| New | +$2.13K | ﹤0.01% | 490 |
|
|
2023
Q4 | $9.3K | Sell |
135
-11,391
| -99% | -$785K | ﹤0.01% | 767 |
|
|
2023
Q3 | $702K | Buy |
11,526
+11,324
| +5,606% | +$690K | 0.01% | 354 |
|
|
2023
Q2 | $10.6K | Sell |
202
-31
| -13% | -$1.63K | ﹤0.01% | 547 |
|
|
2023
Q1 | $12.2K | Buy |
+233
| New | +$12.2K | ﹤0.01% | 616 |
|