SA
Syntax Advisors’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $228K | Sell |
4,151
-298
| -7% | -$16.4K | 0.2% | 142 |
|
|
2023
Q2 | $252K | Buy |
4,449
+112
| +3% | +$6.35K | 0.2% | 116 |
|
|
2023
Q1 | $227K | Buy |
4,337
+1,123
| +35% | +$58.8K | 0.17% | 188 |
|
|
2022
Q4 | $268K | Sell |
3,214
-447
| -12% | -$37.2K | 0.22% | 95 |
|
|
2022
Q3 | $263K | Sell |
3,661
-438
| -11% | -$31.5K | 0.22% | 96 |
|
|
2022
Q2 | $259K | Buy |
4,099
+1,062
| +35% | +$67.1K | 0.22% | 105 |
|
|
2022
Q1 | $256K | Sell |
3,037
-381
| -11% | -$32.1K | 0.22% | 124 |
|
|
2021
Q4 | $287K | Buy |
+3,418
| New | +$287K | 0.21% | 108 |
|