TD Private Client Wealth’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 | $3.38M | Buy |
37,050
+17,242
| +87% | +$1.57M | 0.08% | 171 |
|
|
2025
Q1 | $1.55M | Buy |
19,808
+14,943
| +307% | +$1.17M | 0.04% | 267 |
|
|
2024
Q4 | $360K | Sell |
4,865
-736
| -13% | -$54.5K | 0.01% | 500 |
|
|
2024
Q3 | $363K | Sell |
5,601
-5,726
| -51% | -$371K | 0.01% | 498 |
|
|
2024
Q2 | $835K | Sell |
11,327
-639
| -5% | -$47.1K | 0.03% | 375 |
|
|
2024
Q1 | $866K | Sell |
11,966
-1,874
| -14% | -$136K | 0.03% | 368 |
|
|
2023
Q4 | $952K | Buy |
13,840
+4,454
| +47% | +$306K | 0.03% | 337 |
|
|
2023
Q3 | $515K | Buy |
9,386
+586
| +7% | +$32.2K | 0.02% | 407 |
|
|
2023
Q2 | $499K | Sell |
8,800
-778
| -8% | -$44.1K | 0.02% | 439 |
|
|
2023
Q1 | $502K | Sell |
9,578
-63,558
| -87% | -$3.33M | 0.02% | 426 |
|
|
2022
Q4 | $6.09M | Sell |
73,136
-3,760
| -5% | -$313K | 0.29% | 73 |
|
|
2022
Q3 | $5.53M | Buy |
76,896
+5,106
| +7% | +$367K | 0.28% | 76 |
|
|
2022
Q2 | $4.54M | Sell |
71,790
-954
| -1% | -$60.3K | 0.22% | 105 |
|
|
2022
Q1 | $6.13M | Sell |
72,744
-766
| -1% | -$64.6K | 0.26% | 85 |
|
|
2021
Q4 | $6.18M | Sell |
73,510
-5,145
| -7% | -$433K | 0.26% | 86 |
|
|
2021
Q3 | $5.73M | Sell |
78,655
-2,547
| -3% | -$186K | 0.24% | 88 |
|
|
2021
Q2 | $5.91M | Buy |
81,202
+7,883
| +11% | +$574K | 0.25% | 89 |
|
|
2021
Q1 | $4.78M | Buy |
73,319
+26,626
| +57% | +$1.74M | 0.22% | 106 |
|
|
2020
Q4 | $2.48M | Buy |
46,693
+1,672
| +4% | +$88.7K | 0.13% | 177 |
|
|
2020
Q3 | $1.63M | Sell |
45,021
-652
| -1% | -$23.6K | 0.09% | 220 |
|
|
2020
Q2 | $1.54M | Buy |
45,673
+17,490
| +62% | +$590K | 0.09% | 216 |
|
|
2020
Q1 | $948K | Sell |
28,183
-29,782
| -51% | -$1M | 0.07% | 233 |
|
|
2019
Q4 | $2.76M | Buy |
+57,965
| New | +$2.76M | 0.17% | 144 |
|