Tranquility Partners’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 | $1.56M | Sell |
17,101
-14
| -0.1% | -$1.28K | 0.56% | 44 |
|
|
2025
Q1 | $1.34M | Sell |
17,115
-249
| -1% | -$19.5K | 0.52% | 50 |
|
|
2024
Q4 | $1.29M | Sell |
17,364
-911
| -5% | -$67.4K | 0.48% | 54 |
|
|
2024
Q3 | $1.18M | Buy |
18,275
+101
| +0.6% | +$6.55K | 0.43% | 64 |
|
|
2024
Q2 | $1.34M | Sell |
18,174
-155
| -0.8% | -$11.4K | 0.52% | 49 |
|
|
2024
Q1 | $1.33M | Sell |
18,329
-1,165
| -6% | -$84.3K | 0.51% | 51 |
|
|
2023
Q4 | $1.34M | Sell |
19,494
-1,148
| -6% | -$79K | 0.56% | 47 |
|
|
2023
Q3 | $1.13M | Buy |
20,642
+1,756
| +9% | +$96.4K | 0.49% | 52 |
|
|
2023
Q2 | $1.07M | Buy |
18,886
+740
| +4% | +$41.9K | 0.46% | 54 |
|
|
2023
Q1 | $950K | Buy |
18,146
+1,529
| +9% | +$80.1K | 0.45% | 61 |
|
|
2022
Q4 | $1.38M | Sell |
16,617
-618
| -4% | -$51.5K | 0.7% | 38 |
|
|
2022
Q3 | $1.24M | Sell |
17,235
-4
| -0% | -$288 | 0.69% | 39 |
|
|
2022
Q2 | $1.09M | Sell |
17,239
-414
| -2% | -$26.2K | 0.56% | 51 |
|
|
2022
Q1 | $1.49M | Buy |
17,653
+181
| +1% | +$15.3K | 0.7% | 39 |
|
|
2021
Q4 | $1.47M | Buy |
17,472
+558
| +3% | +$46.9K | 0.68% | 40 |
|
|
2021
Q3 | $1.23M | Sell |
16,914
-1,007
| -6% | -$73.3K | 0.63% | 41 |
|
|
2021
Q2 | $1.31M | Sell |
17,921
-792
| -4% | -$57.7K | 0.73% | 35 |
|
|
2021
Q1 | $1.22M | Sell |
18,713
-399
| -2% | -$26K | 0.76% | 35 |
|
|
2020
Q4 | $1.01M | Buy |
19,112
+1,949
| +11% | +$103K | 0.72% | 38 |
|
|
2020
Q3 | $622K | Sell |
17,163
-221
| -1% | -$8.01K | 0.53% | 64 |
|
|
2020
Q2 | $587K | Sell |
17,384
-65
| -0.4% | -$2.2K | 0.55% | 59 |
|
|
2020
Q1 | $587K | Buy |
17,449
+1,522
| +10% | +$51.2K | 0.68% | 48 |
|
|
2019
Q4 | $757K | Hold |
15,927
| – | – | 0.68% | 43 |
|
|
2019
Q3 | $666K | Buy |
15,927
+1,992
| +14% | +$83.3K | 0.71% | 41 |
|
|
2019
Q2 | $560K | Buy |
+13,935
| New | +$560K | 0.6% | 52 |
|