Trifecta Capital Advisors’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 | $25.7K | Hold |
282
| – | – | ﹤0.01% | 203 |
|
|
2025
Q1 | $22.1K | Hold |
282
| – | – | ﹤0.01% | 181 |
|
|
2024
Q4 | $20.9K | Hold |
282
| – | – | ﹤0.01% | 187 |
|
|
2024
Q3 | $18.3K | Hold |
282
| – | – | ﹤0.01% | 195 |
|
|
2024
Q2 | $20.8K | Hold |
282
| – | – | ﹤0.01% | 189 |
|
|
2024
Q1 | $20.4K | Hold |
282
| – | – | 0.01% | 174 |
|
|
2023
Q4 | $19.4K | Hold |
282
| – | – | 0.01% | 176 |
|
|
2023
Q3 | $15.5K | Hold |
282
| – | – | 0.01% | 193 |
|
|
2023
Q2 | $16K | Sell |
282
-450
| -61% | -$25.5K | 0.01% | 189 |
|
|
2023
Q1 | $38.3K | Buy |
732
+650
| +793% | +$34K | 0.01% | 153 |
|
|
2022
Q4 | $6.83K | Buy |
+82
| New | +$6.83K | ﹤0.01% | 207 |
|