TFA
Tranquilli Financial Advisor’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
14,365
+26
| +0.2% | +$2.37K | 0.81% | 37 |
|
|
2025
Q1 | $1.12M | Sell |
14,339
-76
| -0.5% | -$5.95K | 0.71% | 38 |
|
|
2024
Q4 | $1.07M | Sell |
14,415
-235
| -2% | -$17.4K | 0.68% | 40 |
|
|
2024
Q3 | $949K | Buy |
14,650
+239
| +2% | +$15.5K | 0.6% | 45 |
|
|
2024
Q2 | $1.06M | Sell |
14,411
-319
| -2% | -$23.4K | 0.71% | 40 |
|
|
2024
Q1 | $1.07M | Buy |
14,730
+2,028
| +16% | +$147K | 0.71% | 40 |
|
|
2023
Q4 | $874K | Sell |
12,702
-2,450
| -16% | -$169K | 0.62% | 38 |
|
|
2023
Q3 | $832K | Buy |
15,152
+1,544
| +11% | +$84.8K | 0.6% | 36 |
|
|
2023
Q2 | $771K | Buy |
13,608
+3,014
| +28% | +$171K | 0.55% | 38 |
|
|
2023
Q1 | $555K | Buy |
10,594
+3,447
| +48% | +$181K | 0.41% | 44 |
|
|
2022
Q4 | $595K | Buy |
7,147
+2,354
| +49% | +$196K | 0.45% | 38 |
|
|
2022
Q3 | $344K | Buy |
+4,793
| New | +$344K | 0.27% | 46 |
|
|
2022
Q2 | – | Sell |
-2,790
| Closed | -$235K | – | 74 |
|
|
2022
Q1 | $235K | Sell |
2,790
-67
| -2% | -$5.64K | 0.17% | 73 |
|
|
2021
Q4 | $240K | Buy |
2,857
+17
| +0.6% | +$1.43K | 0.17% | 75 |
|
|
2021
Q3 | $207K | Buy |
2,840
+75
| +3% | +$5.47K | 0.16% | 73 |
|
|
2021
Q2 | $201K | Buy |
+2,765
| New | +$201K | 0.15% | 77 |
|