Sweeney & Michel’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 | $599K | Buy |
6,508
+12
| +0.2% | +$1.1K | 0.21% | 71 |
|
|
2025
Q1 | $454K | Buy |
+6,496
| New | +$454K | 0.2% | 77 |
|
|
2024
Q3 | $466K | Buy |
6,529
+1,330
| +26% | +$94.9K | 0.18% | 81 |
|
|
2024
Q2 | $388K | Buy |
5,199
+508
| +11% | +$37.9K | 0.17% | 82 |
|
|
2024
Q1 | $362K | Buy |
+4,691
| New | +$362K | 0.16% | 83 |
|
|
2023
Q3 | $359K | Sell |
6,548
-287
| -4% | -$15.8K | 0.19% | 79 |
|
|
2023
Q2 | $448K | Hold |
6,835
| – | – | 0.23% | 72 |
|
|
2023
Q1 | $373K | Buy |
+6,835
| New | +$373K | 0.2% | 80 |
|