Tyers Asset Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $2.2M | Buy |
52,480
+19,888
| +61% | +$832K | 0.07% | 214 |
|
|
2019
Q2 | $1.31M | Buy |
32,592
+10,256
| +46% | +$412K | 0.04% | 285 |
|
|
2019
Q1 | $955K | Sell |
22,336
-1,440
| -6% | -$61.6K | 0.03% | 322 |
|
|
2018
Q4 | $987K | Buy |
23,776
+2,144
| +10% | +$89K | 0.04% | 283 |
|
|
2018
Q3 | $1.06M | Buy |
21,632
+6,304
| +41% | +$310K | 0.04% | 292 |
|
|
2018
Q2 | $783K | Buy |
15,328
+1,408
| +10% | +$71.9K | 0.03% | 338 |
|
|
2018
Q1 | $727K | Sell |
13,920
-3,072
| -18% | -$160K | 0.03% | 321 |
|
|
2017
Q4 | $873K | Buy |
16,992
+2,496
| +17% | +$128K | 0.03% | 303 |
|
|
2017
Q3 | $634K | Sell |
14,496
-704
| -5% | -$30.8K | 0.02% | 346 |
|
|
2017
Q2 | $653K | Buy |
15,200
+1,648
| +12% | +$70.8K | 0.02% | 347 |
|
|
2017
Q1 | $553K | Buy |
13,552
+1,888
| +16% | +$77K | 0.02% | 368 |
|
|
2016
Q4 | $460K | Buy |
+11,664
| New | +$460K | 0.02% | 364 |
|