Teamwork Financial Advisors’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 | $204K | Buy |
+2,239
| New | +$204K | 0.02% | 164 |
|
|
2024
Q1 | – | Sell |
-2,912
| Closed | -$200K | – | 197 |
|
|
2023
Q4 | $200K | Buy |
+2,912
| New | +$200K | 0.03% | 178 |
|
|
2023
Q2 | – | Sell |
-4,203
| Closed | -$220K | – | 204 |
|
|
2023
Q1 | $220K | Sell |
4,203
-530
| -11% | -$27.8K | 0.04% | 169 |
|
|
2022
Q4 | $394K | Sell |
4,733
-224
| -5% | -$18.6K | 0.08% | 143 |
|
|
2022
Q3 | $356K | Sell |
4,957
-2,714
| -35% | -$195K | 0.08% | 154 |
|
|
2022
Q2 | $485K | Sell |
7,671
-25,114
| -77% | -$1.59M | 0.11% | 139 |
|
|
2022
Q1 | $2.76M | Buy |
32,785
+13,326
| +68% | +$1.12M | 0.52% | 48 |
|
|
2021
Q4 | $1.64M | Sell |
19,459
-676
| -3% | -$56.8K | 0.3% | 70 |
|
|
2021
Q3 | $1.47M | Sell |
20,135
-128
| -0.6% | -$9.33K | 0.29% | 68 |
|
|
2021
Q2 | $1.48M | Buy |
20,263
+298
| +1% | +$21.7K | 0.3% | 60 |
|
|
2021
Q1 | $1.3M | Sell |
19,965
-3,755
| -16% | -$245K | 0.31% | 65 |
|
|
2020
Q4 | $1.26M | Sell |
23,720
-3,787
| -14% | -$201K | 0.3% | 66 |
|
|
2020
Q3 | $997K | Sell |
27,507
-31,984
| -54% | -$1.16M | 0.31% | 70 |
|
|
2020
Q2 | $2.01M | Buy |
+59,491
| New | +$2.01M | 0.72% | 27 |
|