UIA
Ulland Investment Advisors’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $186K | Sell |
2,035
-210
| -9% | -$19.2K | 0.14% | 67 |
|
|
2025
Q1 | $176K | Buy |
2,245
+145
| +7% | +$11.4K | 0.15% | 66 |
|
|
2024
Q4 | $155K | Sell |
2,100
-75
| -3% | -$5.54K | 0.1% | 65 |
|
|
2024
Q3 | $141K | Sell |
2,175
-4,967
| -70% | -$322K | 0.1% | 69 |
|
|
2024
Q2 | $526K | Sell |
7,142
-125
| -2% | -$9.21K | 0.37% | 38 |
|
|
2024
Q1 | $526K | Sell |
7,267
-6,110
| -46% | -$442K | 0.42% | 38 |
|
|
2023
Q4 | $920K | Sell |
13,377
-6,930
| -34% | -$477K | 0.93% | 24 |
|
|
2023
Q3 | $1.12M | Buy |
20,307
+16,615
| +450% | +$912K | 1.23% | 23 |
|
|
2023
Q2 | $209K | Buy |
3,692
+1,170
| +46% | +$66.2K | 0.21% | 52 |
|
|
2023
Q1 | $132K | Buy |
2,522
+2,440
| +2,976% | +$128K | 0.16% | 61 |
|
|
2022
Q4 | $7K | Hold |
82
| – | – | 0.01% | 173 |
|
|
2022
Q3 | $6K | Hold |
82
| – | – | 0.01% | 183 |
|
|
2022
Q2 | $5K | Hold |
82
| – | – | 0.01% | 215 |
|
|
2022
Q1 | $7K | Hold |
82
| – | – | 0.01% | 217 |
|
|
2021
Q4 | $7K | Buy |
+82
| New | +$7K | ﹤0.01% | 185 |
|