United Capital Financial 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 | $3.64M | Buy |
39,855
+113
| +0.3% | +$10.3K | 0.03% | 325 |
|
|
2025
Q1 | $3.11M | Buy |
39,742
+1,889
| +5% | +$148K | 0.03% | 347 |
|
|
2024
Q4 | $2.8M | Sell |
37,853
-528
| -1% | -$39.1K | 0.02% | 352 |
|
|
2024
Q3 | $2.49M | Sell |
38,381
-1,409
| -4% | -$91.3K | 0.02% | 369 |
|
|
2024
Q2 | $2.93M | Sell |
39,790
-7,996
| -17% | -$589K | 0.03% | 335 |
|
|
2024
Q1 | $3.46M | Sell |
47,786
-427
| -0.9% | -$30.9K | 0.03% | 335 |
|
|
2023
Q4 | $3.32M | Buy |
48,213
+35,515
| +280% | +$2.44M | 0.03% | 340 |
|
|
2023
Q3 | $697K | Sell |
12,698
-3,046
| -19% | -$167K | ﹤0.01% | 581 |
|
|
2023
Q2 | $892K | Sell |
15,744
-14,198
| -47% | -$805K | ﹤0.01% | 575 |
|
|
2023
Q1 | $1.57M | Buy |
29,942
+15,949
| +114% | +$835K | 0.01% | 486 |
|
|
2022
Q4 | $1.17M | Sell |
13,993
-1,288
| -8% | -$107K | 0.01% | 577 |
|
|
2022
Q3 | $1.1M | Sell |
15,281
-941
| -6% | -$67.6K | 0.01% | 591 |
|
|
2022
Q2 | $1.03M | Buy |
16,222
+1,793
| +12% | +$113K | 0.01% | 633 |
|
|
2022
Q1 | $1.22M | Sell |
14,429
-5,044
| -26% | -$425K | 0.01% | 623 |
|
|
2021
Q4 | $1.64M | Sell |
19,473
-16,128
| -45% | -$1.36M | 0.01% | 576 |
|
|
2021
Q3 | $2.59M | Buy |
35,601
+4,465
| +14% | +$325K | 0.01% | 476 |
|
|
2021
Q2 | $2.27M | Buy |
31,136
+43
| +0.1% | +$3.13K | 0.01% | 511 |
|
|
2021
Q1 | $2.03M | Buy |
31,093
+1,588
| +5% | +$104K | 0.01% | 507 |
|
|
2020
Q4 | $1.57M | Buy |
29,505
+12,235
| +71% | +$649K | 0.01% | 559 |
|
|
2020
Q3 | $626K | Buy |
17,270
+347
| +2% | +$12.6K | ﹤0.01% | 771 |
|
|
2020
Q2 | $571K | Sell |
16,923
-99,600
| -85% | -$3.36M | ﹤0.01% | 817 |
|
|
2020
Q1 | $3.92M | Buy |
116,523
+100,286
| +618% | +$3.37M | 0.03% | 375 |
|
|
2019
Q4 | $772K | Buy |
16,237
+6,243
| +62% | +$297K | 0.01% | 859 |
|
|
2019
Q3 | $418K | Sell |
9,994
-31,923
| -76% | -$1.34M | ﹤0.01% | 984 |
|
|
2019
Q2 | $1.69M | Sell |
41,917
-38,977
| -48% | -$1.57M | 0.01% | 660 |
|
|
2019
Q1 | $3.46M | Buy |
80,894
+10,876
| +16% | +$465K | 0.02% | 479 |
|
|
2018
Q4 | $2.91M | Sell |
70,018
-9,781
| -12% | -$406K | 0.02% | 474 |
|
|
2018
Q3 | $3.92M | Buy |
79,799
+15,320
| +24% | +$753K | 0.03% | 479 |
|
|
2018
Q2 | $3.3M | Buy |
64,479
+4,467
| +7% | +$228K | 0.02% | 492 |
|
|
2018
Q1 | $3.13M | Buy |
60,012
+24,305
| +68% | +$1.27M | 0.02% | 487 |
|
|
2017
Q4 | $1.83M | Buy |
35,707
+3,285
| +10% | +$169K | 0.01% | 613 |
|
|
2017
Q3 | $1.42M | Buy |
32,422
+16,245
| +100% | +$710K | 0.01% | 674 |
|
|
2017
Q2 | $695K | Sell |
16,177
-2,442
| -13% | -$105K | 0.01% | 852 |
|
|
2017
Q1 | $760K | Buy |
18,619
+610
| +3% | +$24.9K | 0.01% | 816 |
|
|
2016
Q4 | $711K | Buy |
18,009
+6,677
| +59% | +$264K | 0.01% | 837 |
|
|
2016
Q3 | $358K | Sell |
11,332
-47,925
| -81% | -$1.51M | ﹤0.01% | 1032 |
|
|
2016
Q2 | $1.48M | Buy |
59,257
+37,837
| +177% | +$946K | 0.02% | 625 |
|
|
2016
Q1 | $600K | Buy |
21,420
+53
| +0.2% | +$1.49K | 0.01% | 824 |
|
|
2015
Q4 | $704K | Buy |
21,367
+2,230
| +12% | +$73.5K | 0.01% | 788 |
|
|
2015
Q3 | $547K | Sell |
19,137
-70
| -0.4% | -$2K | 0.01% | 870 |
|
|
2015
Q2 | $627K | Sell |
19,207
-420
| -2% | -$13.7K | 0.01% | 843 |
|
|
2015
Q1 | $599K | Buy |
19,627
+3,570
| +22% | +$109K | 0.01% | 840 |
|
|
2014
Q4 | $485K | Sell |
16,057
-127
| -0.8% | -$3.84K | 0.01% | 831 |
|
|
2014
Q3 | $476K | Buy |
16,184
+56
| +0.3% | +$1.65K | 0.01% | 806 |
|
|
2014
Q2 | $434K | Buy |
16,128
+3,440
| +27% | +$92.6K | 0.01% | 704 |
|
|
2014
Q1 | $347K | Buy |
+12,688
| New | +$347K | 0.01% | 740 |
|
|
2013
Q4 | – | Sell |
-11,770
| Closed | -$249K | – | 741 |
|
|
2013
Q3 | $249K | Sell |
11,770
-9,806
| -45% | -$207K | 0.01% | 593 |
|
|
2013
Q2 | $458K | Buy |
+21,576
| New | +$458K | 0.01% | 522 |
|