Texas Yale Capital Corp’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 | $2.25M | Sell |
24,715
-784
| -3% | -$71.5K | 0.07% | 172 |
|
|
2025
Q1 | $2M | Buy |
25,499
+609
| +2% | +$47.7K | 0.08% | 185 |
|
|
2024
Q4 | $1.84M | Buy |
24,890
+4,090
| +20% | +$303K | 0.07% | 193 |
|
|
2024
Q3 | $1.35M | Sell |
20,800
-950
| -4% | -$61.6K | 0.06% | 228 |
|
|
2024
Q2 | $1.6M | Sell |
21,750
-300
| -1% | -$22.1K | 0.08% | 204 |
|
|
2024
Q1 | $1.6M | Buy |
22,050
+2,801
| +15% | +$203K | 0.07% | 206 |
|
|
2023
Q4 | $1.32M | Buy |
19,249
+949
| +5% | +$65.3K | 0.06% | 214 |
|
|
2023
Q3 | $1M | Hold |
18,300
| – | – | 0.05% | 229 |
|
|
2023
Q2 | $1.04M | Buy |
+18,300
| New | +$1.04M | 0.05% | 238 |
|
|
2020
Q4 | – | Sell |
-6,841
| Closed | -$248K | – | 442 |
|
|
2020
Q3 | $248K | Buy |
+6,841
| New | +$248K | 0.02% | 372 |
|
|
2020
Q1 | – | Sell |
-5,841
| Closed | -$278K | – | 437 |
|
|
2019
Q4 | $278K | Hold |
5,841
| – | – | 0.02% | 400 |
|
|
2019
Q3 | $244K | Hold |
5,841
| – | – | 0.02% | 410 |
|
|
2019
Q2 | $235K | Buy |
+5,841
| New | +$235K | 0.02% | 421 |
|