TFC Financial Management’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 | $7.03K | Sell |
77
-29
| -27% | -$2.65K | ﹤0.01% | 402 |
|
|
2025
Q1 | $8.3K | Buy |
106
+24
| +29% | +$1.88K | ﹤0.01% | 374 |
|
|
2024
Q4 | $6.07K | Buy |
82
+15
| +22% | +$1.11K | ﹤0.01% | 393 |
|
|
2024
Q3 | $4.35K | Sell |
67
-380
| -85% | -$24.6K | ﹤0.01% | 434 |
|
|
2024
Q2 | $32.9K | Sell |
447
-633
| -59% | -$46.7K | 0.01% | 271 |
|
|
2024
Q1 | $78.1K | Sell |
1,080
-318
| -23% | -$23K | 0.01% | 198 |
|
|
2023
Q4 | $96.2K | Buy |
1,398
+12
| +0.9% | +$826 | 0.02% | 173 |
|
|
2023
Q3 | $76.1K | Sell |
1,386
-325
| -19% | -$17.8K | 0.02% | 186 |
|
|
2023
Q2 | $97K | Buy |
1,711
+779
| +84% | +$44.2K | 0.02% | 170 |
|
|
2023
Q1 | $48.8K | Hold |
932
| – | – | 0.01% | 232 |
|
|
2022
Q4 | $77.6K | Buy |
932
+913
| +4,805% | +$76K | 0.02% | 176 |
|
|
2022
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 497 |
|
|
2022
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 499 |
|
|
2022
Q1 | $2K | Hold |
19
| – | – | ﹤0.01% | 435 |
|
|
2021
Q4 | $2K | Hold |
19
| – | – | ﹤0.01% | 485 |
|
|
2021
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 542 |
|
|
2021
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 546 |
|
|
2021
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 538 |
|
|
2020
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 522 |
|
|
2020
Q3 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 494 |
|