TimeScale Financial’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $168K | Buy |
2,966
+14
| +0.5% | +$794 | 0.04% | 108 |
|
|
2023
Q1 | $155K | Buy |
2,952
+898
| +44% | +$47K | 0.04% | 111 |
|
|
2022
Q4 | $148K | Hold |
2,054
| – | – | 0.04% | 87 |
|
|
2022
Q3 | $148K | Buy |
2,054
+6
| +0.3% | +$432 | 0.04% | 87 |
|
|
2022
Q2 | $129K | Buy |
2,048
+6
| +0.3% | +$378 | 0.04% | 95 |
|
|
2022
Q1 | $172K | Buy |
2,042
+5
| +0.2% | +$421 | 0.04% | 88 |
|
|
2021
Q4 | $171K | Buy |
2,037
+5
| +0.2% | +$420 | 0.04% | 93 |
|
|
2021
Q3 | $148K | Buy |
2,032
+4
| +0.2% | +$291 | 0.04% | 96 |
|
|
2021
Q2 | $148K | Buy |
2,028
+5
| +0.2% | +$365 | 0.04% | 94 |
|
|
2021
Q1 | $132K | Buy |
2,023
+6
| +0.3% | +$391 | 0.03% | 97 |
|
|
2020
Q4 | $107K | Buy |
2,017
+7
| +0.3% | +$371 | 0.03% | 104 |
|
|
2020
Q3 | $76K | Buy |
2,010
+10
| +0.5% | +$378 | 0.02% | 121 |
|
|
2020
Q2 | $67K | Hold |
2,000
| – | – | 0.02% | 119 |
|
|
2020
Q1 | $67K | Buy |
+2,000
| New | +$67K | 0.02% | 114 |
|