TFG Advisers’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 | $417K | Buy |
4,569
+324
| +8% | +$29.6K | 0.14% | 151 |
|
|
2025
Q1 | $332K | Buy |
4,245
+7
| +0.2% | +$548 | 0.12% | 162 |
|
|
2024
Q4 | $314K | Sell |
4,238
-105
| -2% | -$7.77K | 0.11% | 167 |
|
|
2024
Q3 | $282K | Buy |
4,343
+133
| +3% | +$8.62K | 0.1% | 175 |
|
|
2024
Q2 | $310K | Buy |
4,210
+718
| +21% | +$52.9K | 0.12% | 158 |
|
|
2024
Q1 | $253K | Buy |
3,492
+324
| +10% | +$23.4K | 0.1% | 178 |
|
|
2023
Q4 | $218K | Buy |
+3,168
| New | +$218K | 0.09% | 193 |
|