Sunbelt Securities’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 | $791K | Sell |
10,689
-813
| -7% | -$60.2K | 0.07% | 246 |
|
|
2025
Q1 | $900K | Buy |
11,502
+813
| +8% | +$63.6K | 0.08% | 210 |
|
|
2024
Q4 | $790K | Sell |
10,689
-261
| -2% | -$19.3K | 0.07% | 245 |
|
|
2024
Q3 | $710K | Buy |
10,950
+498
| +5% | +$32.3K | 0.07% | 271 |
|
|
2024
Q2 | $770K | Buy |
10,452
+1
| +0% | +$74 | 0.08% | 232 |
|
|
2024
Q1 | $756K | Sell |
10,451
-73
| -0.7% | -$5.28K | 0.08% | 222 |
|
|
2023
Q4 | $724K | Sell |
10,524
-131
| -1% | -$9.01K | 0.09% | 237 |
|
|
2023
Q3 | $585K | Buy |
10,655
+9,523
| +841% | +$523K | 0.08% | 249 |
|
|
2023
Q2 | $64.2K | Buy |
1,132
+239
| +27% | +$13.5K | 0.01% | 737 |
|
|
2023
Q1 | $46.9K | Buy |
+893
| New | +$46.9K | 0.01% | 762 |
|
|
2020
Q1 | – | Sell |
-30,705
| Closed | -$1.46M | – | 604 |
|
|
2019
Q4 | $1.46M | Sell |
30,705
-220
| -0.7% | -$10.5K | 0.15% | 139 |
|
|
2019
Q3 | $1.29M | Buy |
+30,925
| New | +$1.29M | 0.15% | 151 |
|