Sutton Place Investors’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 | $808K | Buy |
8,860
+183
| +2% | +$16.7K | 0.49% | 53 |
|
|
2025
Q1 | $679K | Buy |
8,677
+140
| +2% | +$11K | 0.46% | 54 |
|
|
2024
Q4 | $632K | Buy |
8,537
+269
| +3% | +$19.9K | 0.37% | 67 |
|
|
2024
Q3 | $536K | Buy |
8,268
+182
| +2% | +$11.8K | 0.33% | 67 |
|
|
2024
Q2 | $596K | Buy |
8,086
+167
| +2% | +$12.3K | 0.4% | 60 |
|
|
2024
Q1 | $573K | Buy |
7,919
+356
| +5% | +$25.8K | 0.28% | 97 |
|
|
2023
Q4 | $520K | Buy |
7,563
+64
| +0.9% | +$4.4K | 0.38% | 83 |
|
|
2023
Q3 | $412K | Buy |
7,499
+15
| +0.2% | +$823 | 0.54% | 43 |
|
|
2023
Q2 | $424K | Buy |
7,484
+64
| +0.9% | +$3.63K | 0.59% | 45 |
|
|
2023
Q1 | $389K | Sell |
7,420
-96
| -1% | -$5.03K | 0.53% | 41 |
|
|
2022
Q4 | $626K | Buy |
7,516
+43
| +0.6% | +$3.58K | 0.89% | 31 |
|
|
2022
Q3 | $537K | Buy |
7,473
+84
| +1% | +$6.04K | 0.81% | 35 |
|
|
2022
Q2 | $467K | Buy |
7,389
+947
| +15% | +$59.9K | 0.68% | 40 |
|
|
2022
Q1 | $453K | Sell |
6,442
-161
| -2% | -$11.3K | 0.54% | 41 |
|
|
2021
Q4 | $555K | Buy |
+6,603
| New | +$555K | 0.64% | 42 |
|