Syverson Strege & Co’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6
| Closed | -$314 | – | 512 |
|
|
2023
Q1 | $314 | Hold |
6
| – | – | ﹤0.01% | 646 |
|
|
2022
Q4 | $500 | Hold |
6
| – | – | ﹤0.01% | 299 |
|
|
2022
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 330 |
|
|
2022
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 342 |
|
|
2022
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 292 |
|
|
2021
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 294 |
|
|
2021
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 471 |
|
|
2021
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 291 |
|
|
2021
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 283 |
|
|
2020
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 255 |
|