SWS Partners’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,883
| Closed | -$139K | – | 264 |
|
|
2024
Q2 | $139K | Buy |
+1,883
| New | +$139K | 0.04% | 122 |
|
|
2019
Q3 | $294K | Sell |
6,657
-724
| -10% | -$32K | 0.17% | 96 |
|
|
2019
Q2 | $306K | Buy |
+7,381
| New | +$306K | 0.19% | 95 |
|
|
2018
Q4 | $258K | Buy |
6,223
+541
| +10% | +$22.4K | 0.2% | 91 |
|
|
2018
Q3 | $279K | Buy |
5,682
+562
| +11% | +$27.6K | 0.18% | 91 |
|
|
2018
Q2 | $262K | Buy |
+5,120
| New | +$262K | 0.18% | 88 |
|