Summit Financial’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 | $3.25M | Buy |
35,577
+979
| +3% | +$89.3K | 0.07% | 221 |
|
|
2025
Q1 | $2.71M | Sell |
34,598
-837
| -2% | -$65.5K | 0.08% | 219 |
|
|
2024
Q4 | $2.62M | Buy |
35,435
+3,828
| +12% | +$283K | 0.09% | 183 |
|
|
2024
Q3 | $2.05M | Buy |
31,607
+4,150
| +15% | +$269K | 0.08% | 178 |
|
|
2024
Q2 | $2.02M | Buy |
27,457
+4,473
| +19% | +$330K | 0.09% | 154 |
|
|
2024
Q1 | $1.66M | Sell |
22,984
-240
| -1% | -$17.4K | 0.1% | 117 |
|
|
2023
Q4 | $1.6M | Buy |
23,224
+5,408
| +30% | +$372K | 0.1% | 123 |
|
|
2023
Q3 | $978K | Buy |
17,816
+11,372
| +176% | +$624K | 0.07% | 162 |
|
|
2023
Q2 | $365K | Buy |
6,444
+1,843
| +40% | +$104K | 0.03% | 259 |
|
|
2023
Q1 | $241K | Buy |
4,601
+1,354
| +42% | +$70.9K | 0.02% | 228 |
|
|
2022
Q4 | $270K | Buy |
3,247
+116
| +4% | +$9.66K | 0.03% | 216 |
|
|
2022
Q3 | $225K | Buy |
+3,131
| New | +$225K | 0.02% | 234 |
|